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 | $63,997 | $181,894-64.8% | $156,549-59.1% | $273,961-76.6% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 5.95% | 30.74%-24.8pp | 32.23%-26.3pp | 41.45%-35.5pp |
| Employer contribution / active EE | $6,537 | $6,248+4.6% | $5,501+18.8% | $4,869+34.3% |
| Participant deferral / active EE | $4,569 | $5,550-17.7% | $4,871-6.2% | $5,287-13.6% |
| Admin fee / account holder | $34 | $15,559-99.8% | $13,027-99.7% | $10,132-99.7% |