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 | $37,107 | $96,956-61.7% | $70,014-47.0% | $273,961-86.5% |
| Participation rate | 80.0% | 77.1%+2.9pp | 71.8%+8.2pp | 83.0%-3.0pp |
| Annual return | 7.30% | 12.93%-5.6pp | 12.99%-5.7pp | 41.45%-34.1pp |
| Employer contribution / active EE | $2,143 | $3,316-35.4% | $2,338-8.4% | $4,869-56.0% |
| Participant deferral / active EE | $2,665 | $3,744-28.8% | $2,931-9.1% | $5,287-49.6% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,380-100.0% | $10,132-100.0% |