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 | $44,057 | $99,341-55.7% | $84,750-48.0% | $273,961-83.9% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 7.36% | 22.93%-15.6pp | 22.78%-15.4pp | 41.45%-34.1pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,077 | $4,269-4.5% | $3,712+9.8% | $5,287-22.9% |
| Admin fee / account holder | $20 | $6,644-99.7% | $5,332-99.6% | $10,132-99.8% |