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 | $77,368 | $105,630-26.8% | $87,507-11.6% | $273,961-71.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 15.48% | 12.25%+3.2pp | 12.21%+3.3pp | 41.45%-26.0pp |
| Employer contribution / active EE | $1,294 | $3,141-58.8% | $2,550-49.2% | $4,869-73.4% |
| Participant deferral / active EE | $5,672 | $3,601+57.5% | $3,149+80.1% | $5,287+7.3% |
| Admin fee / account holder | $257 | $4,781-94.6% | $4,221-93.9% | $10,132-97.5% |