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 | $65,531 | $153,772-57.4% | $133,980-51.1% | $273,961-76.1% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 6.72% | 36.51%-29.8pp | 29.30%-22.6pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,369 | $6,029-77.3% | $5,211-73.7% | $4,869-71.9% |
| Participant deferral / active EE | $7,056 | $6,958+1.4% | $6,282+12.3% | $5,287+33.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |