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 | $62,141 | $201,272-69.1% | $184,203-66.3% | $145,922-57.4% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 14.95% | 29.00%-14.1pp | 28.81%-13.9pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,550 | $7,022-77.9% | $6,427-75.9% | $4,660-66.7% |
| Participant deferral / active EE | $4,887 | $9,806-50.2% | $9,131-46.5% | $6,688-26.9% |
| Admin fee / account holder | $136 | $16,364-99.2% | $13,901-99.0% | $13,397-99.0% |