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 | $37,371 | $90,503-58.7% | $78,689-52.5% | $273,961-86.4% |
| Participation rate | 81.8% | 76.5%+5.3pp | 73.6%+8.3pp | 83.0%-1.2pp |
| Annual return | 7.50% | 75.60%-68.1pp | 62.18%-54.7pp | 41.45%-34.0pp |
| Employer contribution / active EE | $355 | $3,176-88.8% | $2,851-87.6% | $4,869-92.7% |
| Participant deferral / active EE | $2,108 | $3,901-46.0% | $3,517-40.1% | $5,287-60.1% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |