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 | $37,502 | $54,762-31.5% | $90,281-58.5% | $72,985-48.6% |
| Participation rate | 72.0% | 65.1%+6.9pp | 73.3%-1.3pp | 69.5%+2.5pp |
| Annual return | 24.76% | 30.63%-5.9pp | 78.10%-53.3pp | 81.00%-56.2pp |
| Employer contribution / active EE | $1,014 | $2,092-51.5% | $2,854-64.5% | $2,440-58.4% |
| Participant deferral / active EE | $1,977 | $2,887-31.5% | $3,885-49.1% | $3,607-45.2% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |