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 | $41,893 | $153,772-72.8% | $133,980-68.7% | $273,961-84.7% |
| Participation rate | 72.7% | 88.4%-15.6pp | 87.1%-14.3pp | 83.0%-10.3pp |
| Annual return | 25.76% | 36.51%-10.8pp | 29.30%-3.5pp | 41.45%-15.7pp |
| Employer contribution / active EE | $7,901 | $6,029+31.1% | $5,211+51.6% | $4,869+62.3% |
| Participant deferral / active EE | $13,161 | $6,958+89.1% | $6,282+109.5% | $5,287+148.9% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |