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 | $73,447 | $78,422-6.3% | $95,952-23.5% | $79,858-8.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 16.20% | 19.37%-3.2pp | 91.61%-75.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $2,459 | $1,945+26.4% | $2,541-3.2% | $2,471-0.5% |
| Participant deferral / active EE | $2,561 | $3,440-25.6% | $4,167-38.5% | $3,740-31.5% |
| Admin fee / account holder | $251 | $5,622-95.5% | $6,795-96.3% | $5,306-95.3% |