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 | $78,019 | $90,503-13.8% | $78,689-0.9% | $273,961-71.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.93% | 75.60%-68.7pp | 62.18%-55.2pp | 41.45%-34.5pp |
| Employer contribution / active EE | $3,040 | $3,176-4.3% | $2,851+6.6% | $4,869-37.6% |
| Participant deferral / active EE | $3,165 | $3,901-18.9% | $3,517-10.0% | $5,287-40.1% |
| Admin fee / account holder | $89 | $5,263-98.3% | $4,510-98.0% | $10,132-99.1% |