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 | $52,014 | $99,341-47.6% | $84,750-38.6% | $273,961-81.0% |
| Participation rate | 88.2% | 80.7%+7.5pp | 76.6%+11.6pp | 83.0%+5.2pp |
| Annual return | 11.15% | 22.93%-11.8pp | 22.78%-11.6pp | 41.45%-30.3pp |
| Employer contribution / active EE | $1,015 | $4,214-75.9% | $3,574-71.6% | $4,869-79.2% |
| Participant deferral / active EE | $5,058 | $4,269+18.5% | $3,712+36.3% | $5,287-4.3% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |