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 8-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 | $64,965 | $88,583-26.7% | $88,497-26.6% | $273,961-76.3% |
| Participation rate | 72.2% | 83.5%-11.3pp | 82.4%-10.2pp | 83.0%-10.8pp |
| Annual return | 8.37% | 5.68%+2.7pp | 7.63%+0.7pp | 41.45%-33.1pp |
| Employer contribution / active EE | $1,584 | $4,502-64.8% | $4,036-60.8% | $4,869-67.5% |
| Participant deferral / active EE | $1,838 | $4,891-62.4% | $4,899-62.5% | $5,287-65.2% |
| Admin fee / account holder | $8 | $8,980-99.9% | $6,220-99.9% | $10,132-99.9% |