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 | $95,764 | $181,894-47.4% | $156,549-38.8% | $273,961-65.0% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 11.89% | 30.74%-18.9pp | 32.23%-20.3pp | 41.45%-29.6pp |
| Employer contribution / active EE | $4,852 | $6,248-22.3% | $5,501-11.8% | $4,869-0.3% |
| Participant deferral / active EE | $2,756 | $5,550-50.3% | $4,871-43.4% | $5,287-47.9% |
| Admin fee / account holder | $42 | $15,559-99.7% | $13,027-99.7% | $10,132-99.6% |