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 | $24,726 | $99,341-75.1% | $84,750-70.8% | $273,961-91.0% |
| Participation rate | 70.0% | 80.7%-10.7pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | 9.18% | 22.93%-13.8pp | 22.78%-13.6pp | 41.45%-32.3pp |
| Employer contribution / active EE | $6,415 | $4,214+52.2% | $3,574+79.5% | $4,869+31.8% |
| Participant deferral / active EE | $1,914 | $4,269-55.2% | $3,712-48.4% | $5,287-63.8% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |