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 | $64,726 | $90,503-28.5% | $78,689-17.7% | $273,961-76.4% |
| Participation rate | 81.8% | 76.5%+5.3pp | 73.6%+8.3pp | 83.0%-1.2pp |
| Annual return | 11.20% | 75.60%-64.4pp | 62.18%-51.0pp | 41.45%-30.2pp |
| Employer contribution / active EE | $1,702 | $3,176-46.4% | $2,851-40.3% | $4,869-65.0% |
| Participant deferral / active EE | $5,004 | $3,901+28.3% | $3,517+42.3% | $5,287-5.4% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |