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 | $51,555 | $181,894-71.7% | $156,549-67.1% | $273,961-81.2% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 9.28% | 30.74%-21.5pp | 32.23%-22.9pp | 41.45%-32.2pp |
| Employer contribution / active EE | $5,633 | $6,248-9.8% | $5,501+2.4% | $4,869+15.7% |
| Participant deferral / active EE | $4,512 | $5,550-18.7% | $4,871-7.4% | $5,287-14.7% |
| Admin fee / account holder | $207 | $15,559-98.7% | $13,027-98.4% | $10,132-98.0% |