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 | $57,984 | $181,894-68.1% | $156,549-63.0% | $273,961-78.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.08% | 30.74%-22.7pp | 32.23%-24.1pp | 41.45%-33.4pp |
| Employer contribution / active EE | $3,815 | $6,248-38.9% | $5,501-30.7% | $4,869-21.6% |
| Participant deferral / active EE | $2,163 | $5,550-61.0% | $4,871-55.6% | $5,287-59.1% |
| Admin fee / account holder | $18 | $15,559-99.9% | $13,027-99.9% | $10,132-99.8% |