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 | $118,111 | $181,894-35.1% | $156,549-24.6% | $273,961-56.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.52% | 30.74%-21.2pp | 32.23%-22.7pp | 41.45%-31.9pp |
| Employer contribution / active EE | $6,036 | $6,248-3.4% | $5,501+9.7% | $4,869+24.0% |
| Participant deferral / active EE | $4,617 | $5,550-16.8% | $4,871-5.2% | $5,287-12.7% |
| Admin fee / account holder | $289 | $15,559-98.1% | $13,027-97.8% | $10,132-97.1% |