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 | $196,239 | $94,625+107.4% | $116,228+68.8% | $84,808+131.4% |
| Participation rate | 70.6% | 70.4%+0.1pp | 74.6%-4.0pp | 68.3%+2.3pp |
| Annual return | 14.83% | 20.40%-5.6pp | 90.06%-75.2pp | 40.90%-26.1pp |
| Employer contribution / active EE | $728 | $2,347-69.0% | $2,994-75.7% | $2,631-72.3% |
| Participant deferral / active EE | $5,226 | $3,972+31.6% | $4,953+5.5% | $4,212+24.1% |
| Admin fee / account holder | $0 | $10,091-100.0% | $11,989-100.0% | $7,344-100.0% |