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 | $73,901 | $132,239-44.1% | $105,722-30.1% | $273,961-73.0% |
| Participation rate | 77.8% | 83.2%-5.4pp | 78.9%-1.1pp | 83.0%-5.2pp |
| Annual return | 7.45% | 10.07%-2.6pp | 12.25%-4.8pp | 41.45%-34.0pp |
| Employer contribution / active EE | $3,466 | $4,867-28.8% | $4,079-15.0% | $4,869-28.8% |
| Participant deferral / active EE | $7,095 | $6,233+13.8% | $5,326+33.2% | $5,287+34.2% |
| Admin fee / account holder | $0 | $12,032-100.0% | $8,308-100.0% | $10,132-100.0% |