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 | $95,574 | $90,503+5.6% | $78,689+21.5% | $273,961-65.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.78% | 75.60%-66.8pp | 62.18%-53.4pp | 41.45%-32.7pp |
| Employer contribution / active EE | $2,374 | $3,176-25.2% | $2,851-16.7% | $4,869-51.2% |
| Participant deferral / active EE | $9,834 | $3,901+152.1% | $3,517+179.6% | $5,287+86.0% |
| Admin fee / account holder | $149 | $5,263-97.2% | $4,510-96.7% | $10,132-98.5% |