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 | $63,031 | $162,781-61.3% | $133,956-52.9% | $158,922-60.3% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | 35.93% | 41.94%-6.0pp | 45.09%-9.2pp | 302.83%-266.9pp |
| Employer contribution / active EE | $2,112 | $4,975-57.5% | $3,919-46.1% | $4,761-55.6% |
| Participant deferral / active EE | $5,911 | $5,9110% | $5,048+17.1% | $5,982-1.2% |
| Admin fee / account holder | $154 | $11,736-98.7% | $8,927-98.3% | $11,246-98.6% |