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 | $28,915 | $135,952-78.7% | $123,892-76.7% | $273,961-89.4% |
| Participation rate | 84.6% | 84.1%+0.6pp | 81.4%+3.2pp | 83.0%+1.6pp |
| Annual return | 37.25% | 56.63%-19.4pp | 47.52%-10.3pp | 41.45%-4.2pp |
| Employer contribution / active EE | $2,660 | $5,170-48.5% | $4,617-42.4% | $4,869-45.4% |
| Participant deferral / active EE | $5,212 | $6,343-17.8% | $5,984-12.9% | $5,287-1.4% |
| Admin fee / account holder | $212 | $9,817-97.8% | $8,357-97.5% | $10,132-97.9% |