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 | $134,927 | $153,772-12.3% | $133,980+0.7% | $273,961-50.7% |
| Participation rate | 73.7% | 88.4%-14.7pp | 87.1%-13.4pp | 83.0%-9.3pp |
| Annual return | 9.37% | 36.51%-27.1pp | 29.30%-19.9pp | 41.45%-32.1pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,002 | $6,958-13.7% | $6,282-4.5% | $5,287+13.5% |
| Admin fee / account holder | $13 | $11,765-99.9% | $9,324-99.9% | $10,132-99.9% |