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 | $91,332 | $135,952-32.8% | $123,892-26.3% | $273,961-66.7% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 8.16% | 56.63%-48.5pp | 47.52%-39.4pp | 41.45%-33.3pp |
| Employer contribution / active EE | $2,463 | $5,170-52.3% | $4,617-46.6% | $4,869-49.4% |
| Participant deferral / active EE | $4,074 | $6,343-35.8% | $5,984-31.9% | $5,287-23.0% |
| Admin fee / account holder | $152 | $9,817-98.5% | $8,357-98.2% | $10,132-98.5% |