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 | $114,463 | $153,772-25.6% | $133,980-14.6% | $273,961-58.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.94% | 36.51%-28.6pp | 29.30%-21.4pp | 41.45%-33.5pp |
| Employer contribution / active EE | $5,092 | $6,029-15.5% | $5,211-2.3% | $4,869+4.6% |
| Participant deferral / active EE | $9,733 | $6,958+39.9% | $6,282+54.9% | $5,287+84.1% |
| Admin fee / account holder | $149 | $11,765-98.7% | $9,324-98.4% | $10,132-98.5% |