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 | $100,314 | $99,341+1.0% | $84,750+18.4% | $273,961-63.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.39% | 22.93%-12.5pp | 22.78%-12.4pp | 41.45%-31.1pp |
| Employer contribution / active EE | $10,745 | $4,214+155.0% | $3,574+200.6% | $4,869+120.7% |
| Participant deferral / active EE | $5,758 | $4,269+34.9% | $3,712+55.1% | $5,287+8.9% |
| Admin fee / account holder | $272 | $6,644-95.9% | $5,332-94.9% | $10,132-97.3% |