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 | $76,575 | $93,346-18.0% | $71,796+6.7% | $273,961-72.0% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 83.0%-8.0pp |
| Annual return | 5.15% | 130.39%-125.2pp | 78.04%-72.9pp | 41.45%-36.3pp |
| Employer contribution / active EE | $1,062 | $2,733-61.1% | $1,924-44.8% | $4,869-78.2% |
| Participant deferral / active EE | $3,511 | $3,475+1.0% | $2,794+25.6% | $5,287-33.6% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |