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 | $48,079 | $153,772-68.7% | $133,980-64.1% | $273,961-82.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.20% | 36.51%-29.3pp | 29.30%-22.1pp | 41.45%-34.2pp |
| Employer contribution / active EE | $4,400 | $6,029-27.0% | $5,211-15.6% | $4,869-9.6% |
| Participant deferral / active EE | $3,818 | $6,958-45.1% | $6,282-39.2% | $5,287-27.8% |
| Admin fee / account holder | $91 | $11,765-99.2% | $9,324-99.0% | $10,132-99.1% |