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 | $42,647 | $181,894-76.6% | $156,549-72.8% | $273,961-84.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.80% | 30.74%-25.9pp | 32.23%-27.4pp | 41.45%-36.7pp |
| Employer contribution / active EE | $5,876 | $6,248-6.0% | $5,501+6.8% | $4,869+20.7% |
| Participant deferral / active EE | $9,000 | $5,550+62.2% | $4,871+84.8% | $5,287+70.2% |
| Admin fee / account holder | $174 | $15,559-98.9% | $13,027-98.7% | $10,132-98.3% |