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 | $60,665 | $181,894-66.6% | $156,549-61.2% | $273,961-77.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.53% | 30.74%-24.2pp | 32.23%-25.7pp | 41.45%-34.9pp |
| Employer contribution / active EE | $7,179 | $6,248+14.9% | $5,501+30.5% | $4,869+47.5% |
| Participant deferral / active EE | $5,184 | $5,550-6.6% | $4,871+6.4% | $5,287-2.0% |
| Admin fee / account holder | $173 | $15,559-98.9% | $13,027-98.7% | $10,132-98.3% |