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 | $44,480 | $215,361-79.3% | $171,082-74.0% | $273,961-83.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 76.7%-1.7pp | 83.0%-8.0pp |
| Annual return | 7.10% | 25.14%-18.0pp | 32.56%-25.5pp | 41.45%-34.4pp |
| Employer contribution / active EE | $880 | $4,967-82.3% | $4,002-78.0% | $4,869-81.9% |
| Participant deferral / active EE | $6,571 | $5,543+18.5% | $4,797+37.0% | $5,287+24.3% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |