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 | $27,718 | $90,503-69.4% | $78,689-64.8% | $273,961-89.9% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 10.28% | 75.60%-65.3pp | 62.18%-51.9pp | 41.45%-31.2pp |
| Employer contribution / active EE | $2,916 | $3,176-8.2% | $2,851+2.3% | $4,869-40.1% |
| Participant deferral / active EE | $3,784 | $3,901-3.0% | $3,517+7.6% | $5,287-28.4% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |