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 | $100,020 | $96,557+3.6% | $80,975+23.5% | $273,961-63.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 9.10% | 15.14%-6.0pp | 17.10%-8.0pp | 41.45%-32.4pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $21,238 | $6,598+221.9% | $5,696+272.8% | $5,287+301.7% |
| Admin fee / account holder | $262 | $7,492-96.5% | $5,516-95.3% | $10,132-97.4% |