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 | $57,571 | $135,952-57.7% | $123,892-53.5% | $273,961-79.0% |
| Participation rate | 72.7% | 84.1%-11.3pp | 81.4%-8.7pp | 83.0%-10.3pp |
| Annual return | 7.49% | 56.63%-49.1pp | 47.52%-40.0pp | 41.45%-34.0pp |
| Employer contribution / active EE | $3,087 | $5,170-40.3% | $4,617-33.1% | $4,869-36.6% |
| Participant deferral / active EE | $6,488 | $6,343+2.3% | $5,984+8.4% | $5,287+22.7% |
| Admin fee / account holder | $13 | $9,817-99.9% | $8,357-99.8% | $10,132-99.9% |