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 | $45,289 | $131,829-65.6% | $108,579-58.3% | $273,961-83.5% |
| Participation rate | 72.7% | 83.5%-10.7pp | 79.6%-6.8pp | 83.0%-10.3pp |
| Annual return | 14.33% | -91.57%+105.9pp | -51.70%+66.0pp | 41.45%-27.1pp |
| Employer contribution / active EE | $1,658 | $4,912-66.2% | $3,758-55.9% | $4,869-65.9% |
| Participant deferral / active EE | $1,695 | $5,127-66.9% | $4,311-60.7% | $5,287-67.9% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |