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 | $31,585 | $135,952-76.8% | $123,892-74.5% | $273,961-88.5% |
| Participation rate | 81.3% | 84.1%-2.8pp | 81.4%-0.2pp | 83.0%-1.8pp |
| Annual return | 12.81% | 56.63%-43.8pp | 47.52%-34.7pp | 41.45%-28.6pp |
| Employer contribution / active EE | $3,803 | $5,170-26.4% | $4,617-17.6% | $4,869-21.9% |
| Participant deferral / active EE | $6,493 | $6,343+2.4% | $5,984+8.5% | $5,287+22.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |