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 | $92,399 | $106,584-13.3% | $101,326-8.8% | $142,382-35.1% |
| Participation rate | 77.8% | 82.7%-4.9pp | 81.5%-3.7pp | 80.1%-2.3pp |
| Annual return | 17.34% | 36.93%-19.6pp | 36.82%-19.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,560 | $3,956-35.3% | $3,665-30.2% | $4,299-40.5% |
| Participant deferral / active EE | $3,324 | $8,297-59.9% | $7,994-58.4% | $6,507-48.9% |
| Admin fee / account holder | $272 | $11,446-97.6% | $11,185-97.6% | $12,624-97.8% |