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 | $19,608 | $90,503-78.3% | $78,689-75.1% | $273,961-92.8% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 13.40% | 75.60%-62.2pp | 62.18%-48.8pp | 41.45%-28.1pp |
| Employer contribution / active EE | $1,906 | $3,176-40.0% | $2,851-33.1% | $4,869-60.9% |
| Participant deferral / active EE | $7,107 | $3,901+82.2% | $3,517+102.1% | $5,287+34.4% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |