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 | $95,826 | $181,894-47.3% | $156,549-38.8% | $273,961-65.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.60% | 30.74%-26.1pp | 32.23%-27.6pp | 41.45%-36.9pp |
| Employer contribution / active EE | $5,460 | $6,248-12.6% | $5,501-0.7% | $4,869+12.2% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $135 | $15,559-99.1% | $13,027-99.0% | $10,132-98.7% |