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 | $35,018 | $127,386-72.5% | $115,037-69.6% | $125,391-72.1% |
| Participation rate | 77.8% | 84.2%-6.4pp | 81.4%-3.6pp | 83.2%-5.4pp |
| Annual return | 7.12% | 31.28%-24.2pp | 26.14%-19.0pp | 282.22%-275.1pp |
| Employer contribution / active EE | $2,287 | $5,166-55.7% | $4,608-50.4% | $4,866-53.0% |
| Participant deferral / active EE | $7,081 | $6,423+10.2% | $6,026+17.5% | $5,352+32.3% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |