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 | $118,472 | $153,772-23.0% | $133,980-11.6% | $273,961-56.8% |
| Participation rate | 78.6% | 88.4%-9.8pp | 87.1%-8.5pp | 83.0%-4.4pp |
| Annual return | 7.93% | 36.51%-28.6pp | 29.30%-21.4pp | 41.45%-33.5pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $12,309 | $6,958+76.9% | $6,282+95.9% | $5,287+132.8% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |