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 | $86,256 | $153,772-43.9% | $133,980-35.6% | $273,961-68.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.25% | 36.51%-30.3pp | 29.30%-23.0pp | 41.45%-35.2pp |
| Employer contribution / active EE | $2,303 | $6,029-61.8% | $5,211-55.8% | $4,869-52.7% |
| Participant deferral / active EE | $5,790 | $6,958-16.8% | $6,282-7.8% | $5,287+9.5% |
| Admin fee / account holder | $7 | $11,765-99.9% | $9,324-99.9% | $10,132-99.9% |