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 | $51,919 | $99,341-47.7% | $84,750-38.7% | $273,961-81.0% |
| Participation rate | 72.7% | 80.7%-8.0pp | 76.6%-3.9pp | 83.0%-10.3pp |
| Annual return | 8.01% | 22.93%-14.9pp | 22.78%-14.8pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,729 | $4,214-59.0% | $3,574-51.6% | $4,869-64.5% |
| Participant deferral / active EE | $4,047 | $4,269-5.2% | $3,712+9.0% | $5,287-23.5% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |