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 | $28,807 | $135,952-78.8% | $123,892-76.7% | $273,961-89.5% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 55.75% | 56.63%-0.9pp | 47.52%+8.2pp | 41.45%+14.3pp |
| Employer contribution / active EE | $2,952 | $5,170-42.9% | $4,617-36.1% | $4,869-39.4% |
| Participant deferral / active EE | $12,194 | $6,343+92.3% | $5,984+103.8% | $5,287+130.6% |
| Admin fee / account holder | $116 | $9,817-98.8% | $8,357-98.6% | $10,132-98.9% |