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 | $52,261 | $135,952-61.6% | $123,892-57.8% | $273,961-80.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.59% | 56.63%-47.0pp | 47.52%-37.9pp | 41.45%-31.9pp |
| Employer contribution / active EE | $4,890 | $5,170-5.4% | $4,617+5.9% | $4,869+0.4% |
| Participant deferral / active EE | $5,333 | $6,343-15.9% | $5,984-10.9% | $5,287+0.9% |
| Admin fee / account holder | $151 | $9,817-98.5% | $8,357-98.2% | $10,132-98.5% |