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 | $50,522 | $132,239-61.8% | $105,722-52.2% | $273,961-81.6% |
| Participation rate | 71.4% | 83.2%-11.8pp | 78.9%-7.5pp | 83.0%-11.6pp |
| Annual return | 4.33% | 10.07%-5.7pp | 12.25%-7.9pp | 41.45%-37.1pp |
| Employer contribution / active EE | $0 | $4,867-100.0% | $4,079-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,949 | $6,233+27.5% | $5,326+49.3% | $5,287+50.3% |
| Admin fee / account holder | $47 | $12,032-99.6% | $8,308-99.4% | $10,132-99.5% |