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 | $46,494 | $99,341-53.2% | $84,750-45.1% | $273,961-83.0% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 13.83% | 22.93%-9.1pp | 22.78%-9.0pp | 41.45%-27.6pp |
| Employer contribution / active EE | $2,864 | $4,214-32.0% | $3,574-19.9% | $4,869-41.2% |
| Participant deferral / active EE | $4,428 | $4,269+3.7% | $3,712+19.3% | $5,287-16.2% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |