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 | $97,757 | $215,361-54.6% | $171,082-42.9% | $273,961-64.3% |
| Participation rate | 87.5% | 82.0%+5.5pp | 76.7%+10.8pp | 83.0%+4.5pp |
| Annual return | 6.53% | 25.14%-18.6pp | 32.56%-26.0pp | 41.45%-34.9pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,938 | $5,543-47.0% | $4,797-38.8% | $5,287-44.4% |
| Admin fee / account holder | $9 | $10,846-99.9% | $8,520-99.9% | $10,132-99.9% |