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 | $76,572 | $93,071-17.7% | $74,583+2.7% | $273,961-72.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.20% | 26.18%-21.0pp | 20.47%-15.3pp | 41.45%-36.3pp |
| Employer contribution / active EE | $3,011 | $3,160-4.7% | $2,525+19.2% | $4,869-38.2% |
| Participant deferral / active EE | $3,682 | $4,160-11.5% | $3,458+6.5% | $5,287-30.4% |
| Admin fee / account holder | $235 | $5,272-95.5% | $4,138-94.3% | $10,132-97.7% |