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 | $76,631 | $135,952-43.6% | $123,892-38.1% | $273,961-72.0% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 5.43% | 56.63%-51.2pp | 47.52%-42.1pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,935 | $5,170-62.6% | $4,617-58.1% | $4,869-60.2% |
| Participant deferral / active EE | $5,206 | $6,343-17.9% | $5,984-13.0% | $5,287-1.5% |
| Admin fee / account holder | $62 | $9,817-99.4% | $8,357-99.3% | $10,132-99.4% |