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 | $37,067 | $93,071-60.2% | $74,583-50.3% | $273,961-86.5% |
| Participation rate | 83.3% | 74.9%+8.4pp | 68.1%+15.2pp | 83.0%+0.3pp |
| Annual return | 8.43% | 26.18%-17.7pp | 20.47%-12.0pp | 41.45%-33.0pp |
| Employer contribution / active EE | $1,467 | $3,160-53.6% | $2,525-41.9% | $4,869-69.9% |
| Participant deferral / active EE | $5,278 | $4,160+26.9% | $3,458+52.6% | $5,287-0.2% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |