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 | $33,962 | $98,240-65.4% | $82,313-58.7% | $147,584-77.0% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 19.50% | 30.85%-11.4pp | 25.88%-6.4pp | 578.55%-559.0pp |
| Employer contribution / active EE | $1,709 | $3,192-46.5% | $2,428-29.6% | $4,876-65.0% |
| Participant deferral / active EE | $3,983 | $4,383-9.1% | $3,706+7.5% | $5,439-26.8% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |