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 6-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 | $67,151 | $106,584-37.0% | $101,326-33.7% | $142,382-52.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 15.37% | 36.93%-21.6pp | 36.82%-21.4pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,241 | $3,956-43.4% | $3,665-38.9% | $4,299-47.9% |
| Participant deferral / active EE | $2,874 | $8,297-65.4% | $7,994-64.0% | $6,507-55.8% |
| Admin fee / account holder | $143 | $11,446-98.8% | $11,185-98.7% | $12,624-98.9% |