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 | $64,899 | $181,894-64.3% | $156,549-58.5% | $273,961-76.3% |
| Participation rate | 77.3% | 88.4%-11.1pp | 84.0%-6.7pp | 83.0%-5.7pp |
| Annual return | 5.81% | 30.74%-24.9pp | 32.23%-26.4pp | 41.45%-35.6pp |
| Employer contribution / active EE | $4,056 | $6,248-35.1% | $5,501-26.3% | $4,869-16.7% |
| Participant deferral / active EE | $4,066 | $5,550-26.7% | $4,871-16.5% | $5,287-23.1% |
| Admin fee / account holder | $7 | $15,559-100.0% | $13,027-99.9% | $10,132-99.9% |