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 | $115,238 | $181,894-36.6% | $156,549-26.4% | $273,961-57.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.13% | 30.74%-23.6pp | 32.23%-25.1pp | 41.45%-34.3pp |
| Employer contribution / active EE | $6,432 | $6,248+2.9% | $5,501+16.9% | $4,869+32.1% |
| Participant deferral / active EE | $4,840 | $5,550-12.8% | $4,871-0.6% | $5,287-8.4% |
| Admin fee / account holder | $173 | $15,559-98.9% | $13,027-98.7% | $10,132-98.3% |