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 | $61,751 | $135,952-54.6% | $123,892-50.2% | $273,961-77.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.49% | 56.63%-51.1pp | 47.52%-42.0pp | 41.45%-36.0pp |
| Employer contribution / active EE | $5,302 | $5,170+2.6% | $4,617+14.9% | $4,869+8.9% |
| Participant deferral / active EE | $5,492 | $6,343-13.4% | $5,984-8.2% | $5,287+3.9% |
| Admin fee / account holder | $86 | $9,817-99.1% | $8,357-99.0% | $10,132-99.2% |