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 | $102,968 | $153,772-33.0% | $133,980-23.1% | $273,961-62.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.40% | 36.51%-28.1pp | 29.30%-20.9pp | 41.45%-33.1pp |
| Employer contribution / active EE | $7,695 | $6,029+27.6% | $5,211+47.7% | $4,869+58.0% |
| Participant deferral / active EE | $3,574 | $6,958-48.6% | $6,282-43.1% | $5,287-32.4% |
| Admin fee / account holder | $107 | $11,765-99.1% | $9,324-98.9% | $10,132-98.9% |