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 | $112,727 | $181,894-38.0% | $156,549-28.0% | $273,961-58.9% |
| Participation rate | 86.7% | 88.4%-1.7pp | 84.0%+2.7pp | 83.0%+3.7pp |
| Annual return | 10.55% | 30.74%-20.2pp | 32.23%-21.7pp | 41.45%-30.9pp |
| Employer contribution / active EE | $8,113 | $6,248+29.8% | $5,501+47.5% | $4,869+66.6% |
| Participant deferral / active EE | $4,078 | $5,550-26.5% | $4,871-16.3% | $5,287-22.9% |
| Admin fee / account holder | $296 | $15,559-98.1% | $13,027-97.7% | $10,132-97.1% |