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 | $95,979 | $103,376-7.2% | $87,100+10.2% | $152,861-37.2% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.9%-5.4pp | 82.4%-11.0pp |
| Annual return | 22.44% | 28.10%-5.7pp | 28.19%-5.8pp | 345.32%-322.9pp |
| Employer contribution / active EE | $1,096 | $3,220-66.0% | $2,521-56.5% | $4,762-77.0% |
| Participant deferral / active EE | $4,017 | $4,778-15.9% | $4,049-0.8% | $5,850-31.3% |
| Admin fee / account holder | $3 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |