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 | $35,381 | $96,557-63.4% | $80,975-56.3% | $273,961-87.1% |
| Participation rate | 77.8% | 79.1%-1.3pp | 75.8%+2.0pp | 83.0%-5.2pp |
| Annual return | 7.90% | 15.14%-7.2pp | 17.10%-9.2pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,668 | $4,868-65.7% | $3,714-55.1% | $4,869-65.7% |
| Participant deferral / active EE | $3,444 | $6,598-47.8% | $5,696-39.5% | $5,287-34.9% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |