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 | $108,221 | $181,894-40.5% | $156,549-30.9% | $273,961-60.5% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 7.99% | 30.74%-22.7pp | 32.23%-24.2pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,560 | $6,248-75.0% | $5,501-71.6% | $4,869-68.0% |
| Participant deferral / active EE | $5,591 | $5,550+0.7% | $4,871+14.8% | $5,287+5.7% |
| Admin fee / account holder | $119 | $15,559-99.2% | $13,027-99.1% | $10,132-98.8% |