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 | $84,743 | $65,685+29.0% | $57,179+48.2% | $273,961-69.1% |
| Participation rate | 83.3% | 78.3%+5.0pp | 75.3%+8.0pp | 83.0%+0.3pp |
| Annual return | 11.29% | 21.99%-10.7pp | 14.59%-3.3pp | 41.45%-30.2pp |
| Employer contribution / active EE | $2,385 | $3,279-27.3% | $2,682-11.1% | $4,869-51.0% |
| Participant deferral / active EE | $5,867 | $3,782+55.1% | $3,096+89.5% | $5,287+11.0% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |