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 | $73,409 | $93,071-21.1% | $74,583-1.6% | $273,961-73.2% |
| Participation rate | 75.0% | 74.9%+0.1pp | 68.1%+6.9pp | 83.0%-8.0pp |
| Annual return | 7.97% | 26.18%-18.2pp | 20.47%-12.5pp | 41.45%-33.5pp |
| Employer contribution / active EE | $2,433 | $3,160-23.0% | $2,525-3.6% | $4,869-50.0% |
| Participant deferral / active EE | $5,947 | $4,160+43.0% | $3,458+72.0% | $5,287+12.5% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |