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 | $78,270 | $90,503-13.5% | $78,689-0.5% | $273,961-71.4% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 5.93% | 75.60%-69.7pp | 62.18%-56.2pp | 41.45%-35.5pp |
| Employer contribution / active EE | $356 | $3,176-88.8% | $2,851-87.5% | $4,869-92.7% |
| Participant deferral / active EE | $2,070 | $3,901-46.9% | $3,517-41.1% | $5,287-60.8% |
| Admin fee / account holder | $43 | $5,263-99.2% | $4,510-99.1% | $10,132-99.6% |