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 | $42,443 | $88,707-52.2% | $74,183-42.8% | $273,961-84.5% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 9.09% | 11.94%-2.8pp | 17.74%-8.6pp | 41.45%-32.4pp |
| Employer contribution / active EE | $1,668 | $3,159-47.2% | $2,370-29.6% | $4,869-65.7% |
| Participant deferral / active EE | $7,792 | $4,212+85.0% | $3,550+119.5% | $5,287+47.4% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |