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 | $111,687 | $181,894-38.6% | $156,549-28.7% | $273,961-59.2% |
| Participation rate | 72.7% | 88.4%-15.7pp | 84.0%-11.3pp | 83.0%-10.3pp |
| Annual return | 6.68% | 30.74%-24.1pp | 32.23%-25.5pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,726 | $6,248-72.4% | $5,501-68.6% | $4,869-64.6% |
| Participant deferral / active EE | $2,896 | $5,550-47.8% | $4,871-40.6% | $5,287-45.2% |
| Admin fee / account holder | $87 | $15,559-99.4% | $13,027-99.3% | $10,132-99.1% |