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 | $41,211 | $135,952-69.7% | $123,892-66.7% | $273,961-85.0% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 21.38% | 56.63%-35.2pp | 47.52%-26.1pp | 41.45%-20.1pp |
| Employer contribution / active EE | $6,152 | $5,170+19.0% | $4,617+33.3% | $4,869+26.4% |
| Participant deferral / active EE | $11,107 | $6,343+75.1% | $5,984+85.6% | $5,287+110.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |