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 | $76,313 | $146,267-47.8% | $197,124-61.3% | $82,448-7.4% |
| Participation rate | 83.3% | 84.0%-0.7pp | 86.7%-3.4pp | 68.1%+15.3pp |
| Annual return | 22.34% | 29.61%-7.3pp | 44.34%-22.0pp | 41.64%-19.3pp |
| Employer contribution / active EE | $3,766 | $4,723-20.3% | $6,227-39.5% | $2,551+47.6% |
| Participant deferral / active EE | $7,008 | $7,035-0.4% | $9,135-23.3% | $4,139+69.3% |
| Admin fee / account holder | $244 | $14,422-98.3% | $16,298-98.5% | $7,234-96.6% |