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 | $42,206 | $181,894-76.8% | $156,549-73.0% | $273,961-84.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.27% | 30.74%-25.5pp | 32.23%-27.0pp | 41.45%-36.2pp |
| Employer contribution / active EE | $6,632 | $6,248+6.1% | $5,501+20.6% | $4,869+36.2% |
| Participant deferral / active EE | $4,098 | $5,550-26.2% | $4,871-15.9% | $5,287-22.5% |
| Admin fee / account holder | $218 | $15,559-98.6% | $13,027-98.3% | $10,132-97.8% |