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 | $75,879 | $56,897+33.4% | $84,750-10.5% | $62,891+20.7% |
| Participation rate | 79.3% | 68.5%+10.8pp | 76.6%+2.7pp | 69.3%+10.0pp |
| Annual return | 8.51% | 6.30%+2.2pp | 22.78%-14.3pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,829 | $2,400-23.8% | $3,574-48.8% | $2,281-19.8% |
| Participant deferral / active EE | $5,528 | $2,709+104.1% | $3,712+48.9% | $3,203+72.6% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,332-100.0% | $4,296-100.0% |