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 | $71,631 | $132,239-45.8% | $105,722-32.2% | $273,961-73.9% |
| Participation rate | 83.3% | 83.2%+0.1pp | 78.9%+4.4pp | 83.0%+0.3pp |
| Annual return | 8.49% | 10.07%-1.6pp | 12.25%-3.8pp | 41.45%-33.0pp |
| Employer contribution / active EE | $0 | $4,867-100.0% | $4,079-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,017 | $6,233-35.6% | $5,326-24.6% | $5,287-24.0% |
| Admin fee / account holder | $15 | $12,032-99.9% | $8,308-99.8% | $10,132-99.9% |