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 | $84,449 | $153,772-45.1% | $133,980-37.0% | $273,961-69.2% |
| Participation rate | 73.9% | 88.4%-14.5pp | 87.1%-13.2pp | 83.0%-9.1pp |
| Annual return | 7.08% | 36.51%-29.4pp | 29.30%-22.2pp | 41.45%-34.4pp |
| Employer contribution / active EE | $2,220 | $6,029-63.2% | $5,211-57.4% | $4,869-54.4% |
| Participant deferral / active EE | $4,929 | $6,958-29.2% | $6,282-21.5% | $5,287-6.8% |
| Admin fee / account holder | $191 | $11,765-98.4% | $9,324-98.0% | $10,132-98.1% |