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 | $75,290 | $106,749-29.5% | $145,433-48.2% | $82,448-8.7% |
| Participation rate | 82.1% | 75.6%+6.5pp | 82.1%0pp | 68.1%+14.1pp |
| Annual return | 24.62% | 27.59%-3.0pp | 66.58%-42.0pp | 41.64%-17.0pp |
| Employer contribution / active EE | $2,996 | $3,444-13.0% | $4,554-34.2% | $2,551+17.4% |
| Participant deferral / active EE | $6,186 | $6,519-5.1% | $7,897-21.7% | $4,139+49.4% |
| Admin fee / account holder | $0 | $8,390-100.0% | $13,129-100.0% | $7,234-100.0% |