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 6-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 | $96,942 | $99,341-2.4% | $84,750+14.4% | $273,961-64.6% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 8.98% | 22.93%-13.9pp | 22.78%-13.8pp | 41.45%-32.5pp |
| Employer contribution / active EE | $1,332 | $4,214-68.4% | $3,574-62.7% | $4,869-72.6% |
| Participant deferral / active EE | $3,084 | $4,269-27.8% | $3,712-16.9% | $5,287-41.7% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |