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 | $81,380 | $168,632-51.7% | $147,614-44.9% | $125,391-35.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 5.91% | 77.65%-71.7pp | 61.98%-56.1pp | 282.22%-276.3pp |
| Employer contribution / active EE | $1,973 | $6,252-68.4% | $5,564-64.5% | $4,866-59.4% |
| Participant deferral / active EE | $2,617 | $5,507-52.5% | $4,895-46.6% | $5,352-51.1% |
| Admin fee / account holder | $63 | $13,580-99.5% | $11,611-99.5% | $9,540-99.3% |