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 | $44,042 | $215,361-79.5% | $171,082-74.3% | $273,961-83.9% |
| Participation rate | 80.0% | 82.0%-2.0pp | 76.7%+3.3pp | 83.0%-3.0pp |
| Annual return | 66.19% | 25.14%+41.1pp | 32.56%+33.6pp | 41.45%+24.7pp |
| Employer contribution / active EE | $3,302 | $4,967-33.5% | $4,002-17.5% | $4,869-32.2% |
| Participant deferral / active EE | $7,448 | $5,543+34.4% | $4,797+55.3% | $5,287+40.9% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |