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 | $70,538 | $181,894-61.2% | $156,549-54.9% | $273,961-74.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.35% | 30.74%-26.4pp | 32.23%-27.9pp | 41.45%-37.1pp |
| Employer contribution / active EE | $4,250 | $6,248-32.0% | $5,501-22.7% | $4,869-12.7% |
| Participant deferral / active EE | $6,315 | $5,550+13.8% | $4,871+29.6% | $5,287+19.4% |
| Admin fee / account holder | $192 | $15,559-98.8% | $13,027-98.5% | $10,132-98.1% |