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 | $23,263 | $105,630-78.0% | $87,507-73.4% | $273,961-91.5% |
| Participation rate | 75.0% | 78.2%-3.2pp | 73.8%+1.2pp | 83.0%-8.0pp |
| Annual return | 6.76% | 12.25%-5.5pp | 12.21%-5.5pp | 41.45%-34.7pp |
| Employer contribution / active EE | $3,045 | $3,141-3.0% | $2,550+19.4% | $4,869-37.5% |
| Participant deferral / active EE | $7,336 | $3,601+103.7% | $3,149+133.0% | $5,287+38.7% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |