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 | $51,001 | $153,311-66.7% | $109,313-53.3% | $273,961-81.4% |
| Participation rate | 80.0% | 80.1%-0.1pp | 71.3%+8.7pp | 83.0%-3.0pp |
| Annual return | 7.05% | 29.86%-22.8pp | 22.07%-15.0pp | 41.45%-34.4pp |
| Employer contribution / active EE | $2,454 | $5,619-56.3% | $3,892-37.0% | $4,869-49.6% |
| Participant deferral / active EE | $8,200 | $3,932+108.5% | $3,166+159.0% | $5,287+55.1% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |