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 | $81,626 | $135,952-40.0% | $123,892-34.1% | $273,961-70.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.05% | 56.63%-51.6pp | 47.52%-42.5pp | 41.45%-36.4pp |
| Employer contribution / active EE | $4,751 | $5,170-8.1% | $4,617+2.9% | $4,869-2.4% |
| Participant deferral / active EE | $6,938 | $6,343+9.4% | $5,984+15.9% | $5,287+31.2% |
| Admin fee / account holder | $76 | $9,817-99.2% | $8,357-99.1% | $10,132-99.3% |