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 | $105,312 | $153,772-31.5% | $133,980-21.4% | $273,961-61.6% |
| Participation rate | 78.3% | 88.4%-10.1pp | 87.1%-8.8pp | 83.0%-4.8pp |
| Annual return | 17.49% | 36.51%-19.0pp | 29.30%-11.8pp | 41.45%-24.0pp |
| Employer contribution / active EE | $3,008 | $6,029-50.1% | $5,211-42.3% | $4,869-38.2% |
| Participant deferral / active EE | $7,538 | $6,958+8.3% | $6,282+20.0% | $5,287+42.6% |
| Admin fee / account holder | $103 | $11,765-99.1% | $9,324-98.9% | $10,132-99.0% |