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 | $32,843 | $135,952-75.8% | $123,892-73.5% | $273,961-88.0% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 19.51% | 56.63%-37.1pp | 47.52%-28.0pp | 41.45%-21.9pp |
| Employer contribution / active EE | $1,150 | $5,170-77.8% | $4,617-75.1% | $4,869-76.4% |
| Participant deferral / active EE | $4,891 | $6,343-22.9% | $5,984-18.3% | $5,287-7.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |