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 | $118,165 | $138,347-14.6% | $184,203-35.9% | $80,856+46.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 14.74% | 20.02%-5.3pp | 28.81%-14.1pp | 35.59%-20.9pp |
| Employer contribution / active EE | $3,219 | $4,850-33.6% | $6,427-49.9% | $2,755+16.9% |
| Participant deferral / active EE | $4,509 | $7,071-36.2% | $9,131-50.6% | $4,296+5.0% |
| Admin fee / account holder | $273 | $10,483-97.4% | $13,901-98.0% | $6,918-96.1% |