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 | $111,229 | $135,952-18.2% | $123,892-10.2% | $273,961-59.4% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 7.38% | 56.63%-49.2pp | 47.52%-40.1pp | 41.45%-34.1pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,067 | $6,343-4.4% | $5,984+1.4% | $5,287+14.7% |
| Admin fee / account holder | $134 | $9,817-98.6% | $8,357-98.4% | $10,132-98.7% |