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 | $125,300 | $153,772-18.5% | $133,980-6.5% | $273,961-54.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.28% | 36.51%-26.2pp | 29.30%-19.0pp | 41.45%-31.2pp |
| Employer contribution / active EE | $4,125 | $6,029-31.6% | $5,211-20.8% | $4,869-15.3% |
| Participant deferral / active EE | $5,944 | $6,958-14.6% | $6,282-5.4% | $5,287+12.4% |
| Admin fee / account holder | $94 | $11,765-99.2% | $9,324-99.0% | $10,132-99.1% |