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 | $62,302 | $181,894-65.7% | $156,549-60.2% | $273,961-77.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.02% | 30.74%-25.7pp | 32.23%-27.2pp | 41.45%-36.4pp |
| Employer contribution / active EE | $6,504 | $6,248+4.1% | $5,501+18.2% | $4,869+33.6% |
| Participant deferral / active EE | $5,736 | $5,550+3.4% | $4,871+17.8% | $5,287+8.5% |
| Admin fee / account holder | $103 | $15,559-99.3% | $13,027-99.2% | $10,132-99.0% |