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 | $60,667 | $165,335-63.3% | $149,696-59.5% | $158,922-61.8% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 13.15% | 348.15%-335.0pp | 276.60%-263.4pp | 302.83%-289.7pp |
| Employer contribution / active EE | $2,579 | $5,103-49.5% | $4,644-44.5% | $4,761-45.8% |
| Participant deferral / active EE | $6,402 | $7,181-10.8% | $6,842-6.4% | $5,982+7.0% |
| Admin fee / account holder | -$69 | $10,807-100.6% | $9,309-100.7% | $11,246-100.6% |