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 | $40,272 | $176,377-77.2% | $134,143-70.0% | $158,922-74.7% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 12.14% | 63.63%-51.5pp | 36.33%-24.2pp | 302.83%-290.7pp |
| Employer contribution / active EE | $1,039 | $5,040-79.4% | $3,704-71.9% | $4,761-78.2% |
| Participant deferral / active EE | $1,998 | $4,091-51.2% | $3,499-42.9% | $5,982-66.6% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |