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 | $23,497 | $135,952-82.7% | $123,892-81.0% | $273,961-91.4% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 10.55% | 56.63%-46.1pp | 47.52%-37.0pp | 41.45%-30.9pp |
| Employer contribution / active EE | $3,784 | $5,170-26.8% | $4,617-18.0% | $4,869-22.3% |
| Participant deferral / active EE | $3,784 | $6,343-40.3% | $5,984-36.8% | $5,287-28.4% |
| Admin fee / account holder | $211 | $9,817-97.9% | $8,357-97.5% | $10,132-97.9% |