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 | $32,317 | $135,952-76.2% | $123,892-73.9% | $273,961-88.2% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 42.72% | 56.63%-13.9pp | 47.52%-4.8pp | 41.45%+1.3pp |
| Employer contribution / active EE | $2,201 | $5,170-57.4% | $4,617-52.3% | $4,869-54.8% |
| Participant deferral / active EE | $2,201 | $6,343-65.3% | $5,984-63.2% | $5,287-58.4% |
| Admin fee / account holder | $85 | $9,817-99.1% | $8,357-99.0% | $10,132-99.2% |