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 | $22,797 | $93,346-75.6% | $71,796-68.2% | $273,961-91.7% |
| Participation rate | 76.5% | 76.5%-0.1pp | 69.1%+7.4pp | 83.0%-6.5pp |
| Annual return | 9.16% | 130.39%-121.2pp | 78.04%-68.9pp | 41.45%-32.3pp |
| Employer contribution / active EE | $5,832 | $2,733+113.4% | $1,924+203.0% | $4,869+19.8% |
| Participant deferral / active EE | $3,365 | $3,475-3.2% | $2,794+20.4% | $5,287-36.4% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |