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 | $38,316 | $181,894-78.9% | $156,549-75.5% | $273,961-86.0% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 14.73% | 30.74%-16.0pp | 32.23%-17.5pp | 41.45%-26.7pp |
| Employer contribution / active EE | $2,331 | $6,248-62.7% | $5,501-57.6% | $4,869-52.1% |
| Participant deferral / active EE | $2,331 | $5,550-58.0% | $4,871-52.2% | $5,287-55.9% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |