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 | $37,553 | $81,632-54.0% | $70,449-46.7% | $158,922-76.4% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.1%-0.1pp | 82.0%-7.0pp |
| Annual return | 19.29% | 208.40%-189.1pp | 109.03%-89.7pp | 302.83%-283.5pp |
| Employer contribution / active EE | $1,994 | $3,217-38.0% | $2,737-27.1% | $4,761-58.1% |
| Participant deferral / active EE | $4,641 | $4,554+1.9% | $3,709+25.1% | $5,982-22.4% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |