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 | $106,227 | $172,111-38.3% | $150,298-29.3% | $137,256-22.6% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 17.77% | 69.37%-51.6pp | 62.79%-45.0pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,339 | $4,636-49.6% | $4,154-43.7% | $4,156-43.7% |
| Participant deferral / active EE | $4,611 | $6,166-25.2% | $5,453-15.4% | $6,407-28.0% |
| Admin fee / account holder | $77 | $16,471-99.5% | $14,116-99.5% | $12,270-99.4% |