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 | $78,642 | $135,952-42.2% | $123,892-36.5% | $273,961-71.3% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 8.18% | 56.63%-48.4pp | 47.52%-39.3pp | 41.45%-33.3pp |
| Employer contribution / active EE | $1,432 | $5,170-72.3% | $4,617-69.0% | $4,869-70.6% |
| Participant deferral / active EE | $5,045 | $6,343-20.5% | $5,984-15.7% | $5,287-4.6% |
| Admin fee / account holder | $138 | $9,817-98.6% | $8,357-98.3% | $10,132-98.6% |