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 4-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 | $69,159 | $99,341-30.4% | $84,750-18.4% | $273,961-74.8% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 8.88% | 22.93%-14.0pp | 22.78%-13.9pp | 41.45%-32.6pp |
| Employer contribution / active EE | $2,621 | $4,214-37.8% | $3,574-26.7% | $4,869-46.2% |
| Participant deferral / active EE | $5,414 | $4,269+26.8% | $3,712+45.9% | $5,287+2.4% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |