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 | $64,438 | $181,894-64.6% | $156,549-58.8% | $273,961-76.5% |
| 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 | $5,763 | $6,248-7.8% | $5,501+4.8% | $4,869+18.4% |
| Participant deferral / active EE | $3,801 | $5,550-31.5% | $4,871-22.0% | $5,287-28.1% |
| Admin fee / account holder | $110 | $15,559-99.3% | $13,027-99.2% | $10,132-98.9% |