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 | $32,236 | $214,378-85.0% | $200,582-83.9% | $142,382-77.4% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 22.54% | 46.41%-23.9pp | 42.33%-19.8pp | 217.08%-194.5pp |
| Employer contribution / active EE | $2,076 | $6,841-69.7% | $6,419-67.7% | $4,299-51.7% |
| Participant deferral / active EE | $6,607 | $9,865-33.0% | $9,331-29.2% | $6,507+1.5% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |