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 | $72,438 | $181,894-60.2% | $156,549-53.7% | $273,961-73.6% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 14.39% | 30.74%-16.4pp | 32.23%-17.8pp | 41.45%-27.1pp |
| Employer contribution / active EE | $5,543 | $6,248-11.3% | $5,501+0.8% | $4,869+13.9% |
| Participant deferral / active EE | $3,362 | $5,550-39.4% | $4,871-31.0% | $5,287-36.4% |
| Admin fee / account holder | $4 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |