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 | $26,252 | $105,630-75.1% | $87,507-70.0% | $273,961-90.4% |
| Participation rate | 72.7% | 78.2%-5.5pp | 73.8%-1.1pp | 83.0%-10.3pp |
| Annual return | 12.73% | 12.25%+0.5pp | 12.21%+0.5pp | 41.45%-28.7pp |
| Employer contribution / active EE | $1,084 | $3,141-65.5% | $2,550-57.5% | $4,869-77.7% |
| Participant deferral / active EE | $3,164 | $3,601-12.1% | $3,149+0.5% | $5,287-40.2% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |