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 9-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 | $106,419 | $136,307-21.9% | $106,619-0.2% | $273,961-61.2% |
| Participation rate | 71.4% | 84.8%-13.3pp | 78.0%-6.6pp | 83.0%-11.6pp |
| Annual return | 4.44% | 11.05%-6.6pp | 9.42%-5.0pp | 41.45%-37.0pp |
| Employer contribution / active EE | $2,496 | $5,190-51.9% | $3,947-36.7% | $4,869-48.7% |
| Participant deferral / active EE | $4,089 | $4,969-17.7% | $3,930+4.0% | $5,287-22.7% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |