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 | $106,217 | $90,503+17.4% | $78,689+35.0% | $273,961-61.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.80% | 75.60%-66.8pp | 62.18%-53.4pp | 41.45%-32.7pp |
| Employer contribution / active EE | $3,634 | $3,176+14.4% | $2,851+27.5% | $4,869-25.4% |
| Participant deferral / active EE | $3,634 | $3,901-6.9% | $3,517+3.3% | $5,287-31.3% |
| Admin fee / account holder | $45 | $5,263-99.1% | $4,510-99.0% | $10,132-99.6% |