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 | $37,199 | $135,952-72.6% | $123,892-70.0% | $273,961-86.4% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | 9.64% | 56.63%-47.0pp | 47.52%-37.9pp | 41.45%-31.8pp |
| Employer contribution / active EE | $885 | $5,170-82.9% | $4,617-80.8% | $4,869-81.8% |
| Participant deferral / active EE | $2,187 | $6,343-65.5% | $5,984-63.5% | $5,287-58.6% |
| Admin fee / account holder | $25 | $9,817-99.7% | $8,357-99.7% | $10,132-99.8% |