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 | $120,676 | $123,793-2.5% | $177,821-32.1% | $79,858+51.1% |
| Participation rate | 76.7% | 84.7%-7.9pp | 87.7%-11.0pp | 69.6%+7.1pp |
| Annual return | 15.77% | 22.82%-7.1pp | 48.32%-32.6pp | 31.71%-15.9pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,236 | $5,956-45.7% | $7,714-58.1% | $3,740-13.5% |
| Admin fee / account holder | $250 | $7,243-96.5% | $12,427-98.0% | $5,306-95.3% |