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 | $72,092 | $215,361-66.5% | $171,082-57.9% | $273,961-73.7% |
| Participation rate | 71.4% | 82.0%-10.6pp | 76.7%-5.3pp | 83.0%-11.6pp |
| Annual return | 6.69% | 25.14%-18.4pp | 32.56%-25.9pp | 41.45%-34.8pp |
| Employer contribution / active EE | $968 | $4,967-80.5% | $4,002-75.8% | $4,869-80.1% |
| Participant deferral / active EE | $2,519 | $5,543-54.6% | $4,797-47.5% | $5,287-52.4% |
| Admin fee / account holder | $72 | $10,846-99.3% | $8,520-99.2% | $10,132-99.3% |