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 | $88,474 | $149,734-40.9% | $118,925-25.6% | $158,922-44.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 11.88% | 19.95%-8.1pp | 35.88%-24.0pp | 302.83%-290.9pp |
| Employer contribution / active EE | $2,810 | $4,115-31.7% | $3,263-13.9% | $4,761-41.0% |
| Participant deferral / active EE | $10,260 | $5,223+96.4% | $4,265+140.6% | $5,982+71.5% |
| Admin fee / account holder | $265 | $8,603-96.9% | $6,581-96.0% | $11,246-97.6% |