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 | $77,986 | $215,361-63.8% | $171,082-54.4% | $273,961-71.5% |
| Participation rate | 73.9% | 82.0%-8.1pp | 76.7%-2.8pp | 83.0%-9.1pp |
| Annual return | 4.51% | 25.14%-20.6pp | 32.56%-28.0pp | 41.45%-36.9pp |
| Employer contribution / active EE | $2,289 | $4,967-53.9% | $4,002-42.8% | $4,869-53.0% |
| Participant deferral / active EE | $1,915 | $5,543-65.5% | $4,797-60.1% | $5,287-63.8% |
| Admin fee / account holder | $74 | $10,846-99.3% | $8,520-99.1% | $10,132-99.3% |