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 | $87,991 | $99,341-11.4% | $84,750+3.8% | $273,961-67.9% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 8.17% | 22.93%-14.8pp | 22.78%-14.6pp | 41.45%-33.3pp |
| Employer contribution / active EE | $2,120 | $4,214-49.7% | $3,574-40.7% | $4,869-56.5% |
| Participant deferral / active EE | $9,527 | $4,269+123.2% | $3,712+156.7% | $5,287+80.2% |
| Admin fee / account holder | $154 | $6,644-97.7% | $5,332-97.1% | $10,132-98.5% |