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 | $27,026 | $90,503-70.1% | $78,689-65.7% | $273,961-90.1% |
| Participation rate | 72.7% | 76.5%-3.8pp | 73.6%-0.8pp | 83.0%-10.3pp |
| Annual return | 10.55% | 75.60%-65.1pp | 62.18%-51.6pp | 41.45%-30.9pp |
| Employer contribution / active EE | $1,117 | $3,176-64.8% | $2,851-60.8% | $4,869-77.1% |
| Participant deferral / active EE | $3,817 | $3,901-2.2% | $3,517+8.5% | $5,287-27.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |