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 | $97,324 | $99,341-2.0% | $84,750+14.8% | $273,961-64.5% |
| Participation rate | 73.7% | 80.7%-7.0pp | 76.6%-2.9pp | 83.0%-9.3pp |
| Annual return | 5.34% | 22.93%-17.6pp | 22.78%-17.4pp | 41.45%-36.1pp |
| Employer contribution / active EE | $1,964 | $4,214-53.4% | $3,574-45.0% | $4,869-59.7% |
| Participant deferral / active EE | $5,011 | $4,269+17.4% | $3,712+35.0% | $5,287-5.2% |
| Admin fee / account holder | $63 | $6,644-99.1% | $5,332-98.8% | $10,132-99.4% |