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 9-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 | $35,834 | $95,193-62.4% | $76,523-53.2% | $135,375-73.5% |
| Participation rate | 90.0% | 74.4%+15.6pp | 68.0%+22.0pp | 82.6%+7.4pp |
| Annual return | 10.74% | 4.85%+5.9pp | -0.27%+11.0pp | 519.73%-509.0pp |
| Employer contribution / active EE | $2,157 | $3,302-34.7% | $2,647-18.5% | $4,779-54.9% |
| Participant deferral / active EE | $4,699 | $4,639+1.3% | $3,835+22.5% | $5,609-16.2% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |