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 | $88,686 | $181,894-51.2% | $156,549-43.3% | $273,961-67.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.09% | 30.74%-25.7pp | 32.23%-27.1pp | 41.45%-36.4pp |
| Employer contribution / active EE | $4,294 | $6,248-31.3% | $5,501-21.9% | $4,869-11.8% |
| Participant deferral / active EE | $12,246 | $5,550+120.6% | $4,871+151.4% | $5,287+131.6% |
| Admin fee / account holder | $249 | $15,559-98.4% | $13,027-98.1% | $10,132-97.5% |