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 | $50,554 | $90,503-44.1% | $78,689-35.8% | $273,961-81.5% |
| Participation rate | 77.8% | 76.5%+1.3pp | 73.6%+4.2pp | 83.0%-5.2pp |
| Annual return | 6.83% | 75.60%-68.8pp | 62.18%-55.3pp | 41.45%-34.6pp |
| Employer contribution / active EE | $2,140 | $3,176-32.6% | $2,851-24.9% | $4,869-56.0% |
| Participant deferral / active EE | $4,151 | $3,901+6.4% | $3,517+18.0% | $5,287-21.5% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |