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 | $59,845 | $99,341-39.8% | $84,750-29.4% | $273,961-78.2% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 9.42% | 22.93%-13.5pp | 22.78%-13.4pp | 41.45%-32.0pp |
| Employer contribution / active EE | $1,550 | $4,214-63.2% | $3,574-56.6% | $4,869-68.2% |
| Participant deferral / active EE | $1,775 | $4,269-58.4% | $3,712-52.2% | $5,287-66.4% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |