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 | $39,128 | $153,772-74.6% | $133,980-70.8% | $273,961-85.7% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 15.70% | 36.51%-20.8pp | 29.30%-13.6pp | 41.45%-25.8pp |
| Employer contribution / active EE | $1,970 | $6,029-67.3% | $5,211-62.2% | $4,869-59.5% |
| Participant deferral / active EE | $7,440 | $6,958+6.9% | $6,282+18.4% | $5,287+40.7% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |