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 | $118,611 | $135,952-12.8% | $123,892-4.3% | $273,961-56.7% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 7.98% | 56.63%-48.6pp | 47.52%-39.5pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,969 | $5,170-61.9% | $4,617-57.3% | $4,869-59.5% |
| Participant deferral / active EE | $6,277 | $6,343-1.0% | $5,984+4.9% | $5,287+18.7% |
| Admin fee / account holder | $46 | $9,817-99.5% | $8,357-99.5% | $10,132-99.6% |