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 | $40,637 | $90,503-55.1% | $78,689-48.4% | $273,961-85.2% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 7.93% | 75.60%-67.7pp | 62.18%-54.2pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,655 | $3,176-47.9% | $2,851-41.9% | $4,869-66.0% |
| Participant deferral / active EE | $1,058 | $3,901-72.9% | $3,517-69.9% | $5,287-80.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |