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 | $104,680 | $181,894-42.4% | $156,549-33.1% | $273,961-61.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.76% | 30.74%-23.0pp | 32.23%-24.5pp | 41.45%-33.7pp |
| Employer contribution / active EE | $6,802 | $6,248+8.9% | $5,501+23.6% | $4,869+39.7% |
| Participant deferral / active EE | $4,433 | $5,550-20.1% | $4,871-9.0% | $5,287-16.1% |
| Admin fee / account holder | $251 | $15,559-98.4% | $13,027-98.1% | $10,132-97.5% |