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 | $66,217 | $181,894-63.6% | $156,549-57.7% | $273,961-75.8% |
| Participation rate | 72.7% | 88.4%-15.7pp | 84.0%-11.3pp | 83.0%-10.3pp |
| Annual return | 8.93% | 30.74%-21.8pp | 32.23%-23.3pp | 41.45%-32.5pp |
| Employer contribution / active EE | $1,743 | $6,248-72.1% | $5,501-68.3% | $4,869-64.2% |
| Participant deferral / active EE | $2,971 | $5,550-46.5% | $4,871-39.0% | $5,287-43.8% |
| Admin fee / account holder | $8 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |