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 | $101,125 | $131,829-23.3% | $108,579-6.9% | $273,961-63.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.03% | -91.57%+97.6pp | -51.70%+57.7pp | 41.45%-35.4pp |
| Employer contribution / active EE | $4,243 | $4,912-13.6% | $3,758+12.9% | $4,869-12.8% |
| Participant deferral / active EE | $5,461 | $5,127+6.5% | $4,311+26.7% | $5,287+3.3% |
| Admin fee / account holder | $11 | $10,252-99.9% | $7,645-99.9% | $10,132-99.9% |