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 | $105,467 | $153,772-31.4% | $133,980-21.3% | $273,961-61.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.53% | 36.51%-27.0pp | 29.30%-19.8pp | 41.45%-31.9pp |
| Employer contribution / active EE | $3,849 | $6,029-36.2% | $5,211-26.1% | $4,869-21.0% |
| Participant deferral / active EE | $5,384 | $6,958-22.6% | $6,282-14.3% | $5,287+1.8% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |