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 | $107,178 | $181,894-41.1% | $156,549-31.5% | $273,961-60.9% |
| Participation rate | 93.8% | 88.4%+5.4pp | 84.0%+9.7pp | 83.0%+10.7pp |
| Annual return | 8.83% | 30.74%-21.9pp | 32.23%-23.4pp | 41.45%-32.6pp |
| Employer contribution / active EE | $5,701 | $6,248-8.8% | $5,501+3.6% | $4,869+17.1% |
| Participant deferral / active EE | $3,445 | $5,550-37.9% | $4,871-29.3% | $5,287-34.8% |
| Admin fee / account holder | $153 | $15,559-99.0% | $13,027-98.8% | $10,132-98.5% |