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 | $53,386 | $153,772-65.3% | $133,980-60.2% | $273,961-80.5% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.1%+2.9pp | 83.0%+7.0pp |
| Annual return | 9.08% | 36.51%-27.4pp | 29.30%-20.2pp | 41.45%-32.4pp |
| Employer contribution / active EE | $3,970 | $6,029-34.2% | $5,211-23.8% | $4,869-18.5% |
| Participant deferral / active EE | $3,120 | $6,958-55.2% | $6,282-50.3% | $5,287-41.0% |
| Admin fee / account holder | $3 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |