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 | $33,905 | $153,772-78.0% | $133,980-74.7% | $273,961-87.6% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 10.33% | 36.51%-26.2pp | 29.30%-19.0pp | 41.45%-31.1pp |
| Employer contribution / active EE | $2,118 | $6,029-64.9% | $5,211-59.4% | $4,869-56.5% |
| Participant deferral / active EE | $7,237 | $6,958+4.0% | $6,282+15.2% | $5,287+36.9% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |