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 | $14,274 | $96,956-85.3% | $70,014-79.6% | $273,961-94.8% |
| Participation rate | 76.9% | 77.1%-0.1pp | 71.8%+5.1pp | 83.0%-6.1pp |
| Annual return | 37.93% | 12.93%+25.0pp | 12.99%+24.9pp | 41.45%-3.5pp |
| Employer contribution / active EE | $1,697 | $3,316-48.8% | $2,338-27.4% | $4,869-65.1% |
| Participant deferral / active EE | $5,268 | $3,744+40.7% | $2,931+79.7% | $5,287-0.4% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,380-100.0% | $10,132-100.0% |