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 | $40,816 | $39,122+4.3% | $57,179-28.6% | $62,891-35.1% |
| Participation rate | 84.2% | 70.5%+13.7pp | 75.3%+8.9pp | 69.3%+14.9pp |
| Annual return | 6.69% | 9.23%-2.5pp | 14.59%-7.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,658 | $1,874-11.5% | $2,682-38.2% | $2,281-27.3% |
| Participant deferral / active EE | $1,658 | $2,374-30.2% | $3,096-46.5% | $3,203-48.2% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |