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 | $49,910 | $88,583-43.7% | $88,497-43.6% | $273,961-81.8% |
| Participation rate | 90.9% | 83.5%+7.4pp | 82.4%+8.5pp | 83.0%+7.9pp |
| Annual return | 11.06% | 5.68%+5.4pp | 7.63%+3.4pp | 41.45%-30.4pp |
| Employer contribution / active EE | $2,654 | $4,502-41.1% | $4,036-34.3% | $4,869-45.5% |
| Participant deferral / active EE | $4,380 | $4,891-10.4% | $4,899-10.6% | $5,287-17.2% |
| Admin fee / account holder | $0 | $8,980-100.0% | $6,220-100.0% | $10,132-100.0% |