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 | $91,183 | $181,894-49.9% | $156,549-41.8% | $273,961-66.7% |
| Participation rate | 91.7% | 88.4%+3.3pp | 84.0%+7.7pp | 83.0%+8.7pp |
| Annual return | 8.00% | 30.74%-22.7pp | 32.23%-24.2pp | 41.45%-33.5pp |
| Employer contribution / active EE | $6,223 | $6,248-0.4% | $5,501+13.1% | $4,869+27.8% |
| Participant deferral / active EE | $5,875 | $5,550+5.9% | $4,871+20.6% | $5,287+11.1% |
| Admin fee / account holder | $70 | $15,559-99.6% | $13,027-99.5% | $10,132-99.3% |