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 | $53,071 | $96,557-45.0% | $80,975-34.5% | $273,961-80.6% |
| Participation rate | 73.3% | 79.1%-5.8pp | 75.8%-2.5pp | 83.0%-9.7pp |
| Annual return | 8.74% | 15.14%-6.4pp | 17.10%-8.4pp | 41.45%-32.7pp |
| Employer contribution / active EE | $3,333 | $4,868-31.5% | $3,714-10.3% | $4,869-31.6% |
| Participant deferral / active EE | $0 | $6,598-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5 | $7,492-99.9% | $5,516-99.9% | $10,132-100.0% |