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 | $121,730 | $181,894-33.1% | $156,549-22.2% | $273,961-55.6% |
| Participation rate | 81.8% | 88.4%-6.6pp | 84.0%-2.2pp | 83.0%-1.2pp |
| Annual return | 6.89% | 30.74%-23.9pp | 32.23%-25.3pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,686 | $6,248-73.0% | $5,501-69.4% | $4,869-65.4% |
| Participant deferral / active EE | $4,615 | $5,550-16.8% | $4,871-5.2% | $5,287-12.7% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |