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 | $13,730 | $90,503-84.8% | $78,689-82.6% | $273,961-95.0% |
| Participation rate | 76.9% | 76.5%+0.4pp | 73.6%+3.4pp | 83.0%-6.1pp |
| Annual return | 12.32% | 75.60%-63.3pp | 62.18%-49.9pp | 41.45%-29.1pp |
| Employer contribution / active EE | $1,537 | $3,176-51.6% | $2,851-46.1% | $4,869-68.4% |
| Participant deferral / active EE | $4,167 | $3,901+6.8% | $3,517+18.5% | $5,287-21.2% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |