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 | $27,273 | $215,361-87.3% | $171,082-84.1% | $273,961-90.0% |
| Participation rate | 83.3% | 82.0%+1.3pp | 76.7%+6.6pp | 83.0%+0.3pp |
| Annual return | 13.33% | 25.14%-11.8pp | 32.56%-19.2pp | 41.45%-28.1pp |
| Employer contribution / active EE | $3,652 | $4,967-26.5% | $4,002-8.7% | $4,869-25.0% |
| Participant deferral / active EE | $11,028 | $5,543+98.9% | $4,797+129.9% | $5,287+108.6% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |