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 | $56,631 | $96,557-41.3% | $80,975-30.1% | $273,961-79.3% |
| Participation rate | 80.0% | 79.1%+0.9pp | 75.8%+4.2pp | 83.0%-3.0pp |
| Annual return | 7.29% | 15.14%-7.9pp | 17.10%-9.8pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,232 | $4,868-74.7% | $3,714-66.8% | $4,869-74.7% |
| Participant deferral / active EE | $2,410 | $6,598-63.5% | $5,696-57.7% | $5,287-54.4% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |