See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,078 | $181,894-65.9% | $156,549-60.3% | $273,961-77.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 14.40% | 30.74%-16.3pp | 32.23%-17.8pp | 41.45%-27.1pp |
| Employer contribution / active EE | $1,710 | $6,248-72.6% | $5,501-68.9% | $4,869-64.9% |
| Participant deferral / active EE | $5,407 | $5,550-2.6% | $4,871+11.0% | $5,287+2.3% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |