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 | $104,593 | $135,952-23.1% | $123,892-15.6% | $273,961-61.8% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 15.49% | 56.63%-41.1pp | 47.52%-32.0pp | 41.45%-26.0pp |
| Employer contribution / active EE | $5,179 | $5,170+0.2% | $4,617+12.2% | $4,869+6.4% |
| Participant deferral / active EE | $8,632 | $6,343+36.1% | $5,984+44.2% | $5,287+63.3% |
| Admin fee / account holder | $7 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |