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 | $38,274 | $135,952-71.8% | $123,892-69.1% | $273,961-86.0% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 6.67% | 56.63%-50.0pp | 47.52%-40.8pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,384 | $5,170-73.2% | $4,617-70.0% | $4,869-71.6% |
| Participant deferral / active EE | $6,020 | $6,343-5.1% | $5,984+0.6% | $5,287+13.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |