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 | $130,627 | $181,894-28.2% | $156,549-16.6% | $273,961-52.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 13.61% | 30.74%-17.1pp | 32.23%-18.6pp | 41.45%-27.8pp |
| Employer contribution / active EE | $5,949 | $6,248-4.8% | $5,501+8.1% | $4,869+22.2% |
| Participant deferral / active EE | $3,920 | $5,550-29.4% | $4,871-19.5% | $5,287-25.9% |
| Admin fee / account holder | $114 | $15,559-99.3% | $13,027-99.1% | $10,132-98.9% |