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 | $40,476 | $135,952-70.2% | $123,892-67.3% | $273,961-85.2% |
| Participation rate | 81.3% | 84.1%-2.8pp | 81.4%-0.2pp | 83.0%-1.8pp |
| Annual return | 9.40% | 56.63%-47.2pp | 47.52%-38.1pp | 41.45%-32.1pp |
| Employer contribution / active EE | $1,778 | $5,170-65.6% | $4,617-61.5% | $4,869-63.5% |
| Participant deferral / active EE | $4,247 | $6,343-33.0% | $5,984-29.0% | $5,287-19.7% |
| Admin fee / account holder | $182 | $9,817-98.1% | $8,357-97.8% | $10,132-98.2% |