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 | $30,530 | $135,952-77.5% | $123,892-75.4% | $273,961-88.9% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 11.97% | 56.63%-44.7pp | 47.52%-35.5pp | 41.45%-29.5pp |
| Employer contribution / active EE | $3,750 | $5,170-27.5% | $4,617-18.8% | $4,869-23.0% |
| Participant deferral / active EE | $4,443 | $6,343-30.0% | $5,984-25.8% | $5,287-16.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |