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 | $66,130 | $181,894-63.6% | $156,549-57.8% | $273,961-75.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.82% | 30.74%-24.9pp | 32.23%-26.4pp | 41.45%-35.6pp |
| Employer contribution / active EE | $4,528 | $6,248-27.5% | $5,501-17.7% | $4,869-7.0% |
| Participant deferral / active EE | $3,807 | $5,550-31.4% | $4,871-21.9% | $5,287-28.0% |
| Admin fee / account holder | $234 | $15,559-98.5% | $13,027-98.2% | $10,132-97.7% |