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 | $72,797 | $181,894-60.0% | $156,549-53.5% | $273,961-73.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.13% | 30.74%-21.6pp | 32.23%-23.1pp | 41.45%-32.3pp |
| Employer contribution / active EE | $2,486 | $6,248-60.2% | $5,501-54.8% | $4,869-48.9% |
| Participant deferral / active EE | $4,849 | $5,550-12.6% | $4,871-0.4% | $5,287-8.3% |
| Admin fee / account holder | $33 | $15,559-99.8% | $13,027-99.7% | $10,132-99.7% |