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 | $107,417 | $153,311-29.9% | $109,313-1.7% | $273,961-60.8% |
| Participation rate | 75.0% | 80.1%-5.1pp | 71.3%+3.7pp | 83.0%-8.0pp |
| Annual return | 2.89% | 29.86%-27.0pp | 22.07%-19.2pp | 41.45%-38.6pp |
| Employer contribution / active EE | $1,113 | $5,619-80.2% | $3,892-71.4% | $4,869-77.1% |
| Participant deferral / active EE | $3,779 | $3,932-3.9% | $3,166+19.4% | $5,287-28.5% |
| Admin fee / account holder | $20 | $8,076-99.8% | $5,666-99.6% | $10,132-99.8% |