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 | $85,805 | $181,894-52.8% | $156,549-45.2% | $273,961-68.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.76% | 30.74%-23.0pp | 32.23%-24.5pp | 41.45%-33.7pp |
| Employer contribution / active EE | $2,565 | $6,248-58.9% | $5,501-53.4% | $4,869-47.3% |
| Participant deferral / active EE | $3,440 | $5,550-38.0% | $4,871-29.4% | $5,287-34.9% |
| Admin fee / account holder | $33 | $15,559-99.8% | $13,027-99.7% | $10,132-99.7% |