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 | $142,612 | $153,772-7.3% | $133,980+6.4% | $273,961-47.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.01% | 36.51%-32.5pp | 29.30%-25.3pp | 41.45%-37.4pp |
| Employer contribution / active EE | $4,462 | $6,029-26.0% | $5,211-14.4% | $4,869-8.4% |
| Participant deferral / active EE | $10,888 | $6,958+56.5% | $6,282+73.3% | $5,287+105.9% |
| Admin fee / account holder | $113 | $11,765-99.0% | $9,324-98.8% | $10,132-98.9% |