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 | $82,006 | $153,772-46.7% | $133,980-38.8% | $273,961-70.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.68% | 36.51%-27.8pp | 29.30%-20.6pp | 41.45%-32.8pp |
| Employer contribution / active EE | $5,014 | $6,029-16.8% | $5,211-3.8% | $4,869+3.0% |
| Participant deferral / active EE | $3,154 | $6,958-54.7% | $6,282-49.8% | $5,287-40.3% |
| Admin fee / account holder | $298 | $11,765-97.5% | $9,324-96.8% | $10,132-97.1% |