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 | $58,573 | $86,929-32.6% | $102,423-42.8% | $80,856-27.6% |
| Participation rate | 77.8% | 72.4%+5.4pp | 76.5%+1.3pp | 67.6%+10.1pp |
| Annual return | 14.27% | 18.88%-4.6pp | 29.32%-15.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,858 | $2,369-21.6% | $3,023-38.5% | $2,755-32.5% |
| Participant deferral / active EE | $3,013 | $4,118-26.8% | $5,053-40.4% | $4,296-29.9% |
| Admin fee / account holder | $0 | $8,049-100.0% | $9,451-100.0% | $6,918-100.0% |