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 | $22,503 | $99,341-77.3% | $84,750-73.4% | $273,961-91.8% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 13.46% | 22.93%-9.5pp | 22.78%-9.3pp | 41.45%-28.0pp |
| Employer contribution / active EE | $1,249 | $4,214-70.4% | $3,574-65.1% | $4,869-74.4% |
| Participant deferral / active EE | $7,418 | $4,269+73.7% | $3,712+99.8% | $5,287+40.3% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |