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 | $44,424 | $88,710-49.9% | $81,783-45.7% | $145,959-69.6% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 13.13% | 1027.26%-1014.1pp | 775.05%-761.9pp | 561.95%-548.8pp |
| Employer contribution / active EE | $2,725 | $3,083-11.6% | $2,913-6.4% | $4,661-41.5% |
| Participant deferral / active EE | $4,841 | $4,645+4.2% | $4,320+12.0% | $6,689-27.6% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |