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 | $102,935 | $96,557+6.6% | $80,975+27.1% | $273,961-62.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 7.21% | 15.14%-7.9pp | 17.10%-9.9pp | 41.45%-34.2pp |
| Employer contribution / active EE | $3,787 | $4,868-22.2% | $3,714+1.9% | $4,869-22.2% |
| Participant deferral / active EE | $5,916 | $6,598-10.3% | $5,696+3.9% | $5,287+11.9% |
| Admin fee / account holder | $12 | $7,492-99.8% | $5,516-99.8% | $10,132-99.9% |