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 | $109,026 | $152,460-28.5% | $118,746-8.2% | $147,584-26.1% |
| Participation rate | 70.0% | 82.3%-12.3pp | 78.3%-8.3pp | 82.8%-12.8pp |
| Annual return | 18.79% | 17.41%+1.4pp | 24.54%-5.8pp | 578.55%-559.8pp |
| Employer contribution / active EE | $4,142 | $5,046-17.9% | $4,193-1.2% | $4,876-15.1% |
| Participant deferral / active EE | $6,339 | $6,212+2.0% | $5,332+18.9% | $5,439+16.5% |
| Admin fee / account holder | $18 | $16,953-99.9% | $10,720-99.8% | $10,885-99.8% |