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 | $66,438 | $90,503-26.6% | $78,689-15.6% | $273,961-75.7% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 7.96% | 75.60%-67.6pp | 62.18%-54.2pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,558 | $3,176-50.9% | $2,851-45.3% | $4,869-68.0% |
| Participant deferral / active EE | $4,102 | $3,901+5.2% | $3,517+16.6% | $5,287-22.4% |
| Admin fee / account holder | $123 | $5,263-97.7% | $4,510-97.3% | $10,132-98.8% |