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 | $123,198 | $153,772-19.9% | $133,980-8.0% | $273,961-55.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 19.38% | 36.51%-17.1pp | 29.30%-9.9pp | 41.45%-22.1pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $18,000 | $6,958+158.7% | $6,282+186.5% | $5,287+240.5% |
| Admin fee / account holder | $80 | $11,765-99.3% | $9,324-99.1% | $10,132-99.2% |