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 | $63,438 | $88,583-28.4% | $88,497-28.3% | $273,961-76.8% |
| Participation rate | 83.3% | 83.5%-0.1pp | 82.4%+0.9pp | 83.0%+0.3pp |
| Annual return | 6.57% | 5.68%+0.9pp | 7.63%-1.1pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,839 | $4,502-59.2% | $4,036-54.5% | $4,869-62.2% |
| Participant deferral / active EE | $2,016 | $4,891-58.8% | $4,899-58.8% | $5,287-61.9% |
| Admin fee / account holder | $0 | $8,980-100.0% | $6,220-100.0% | $10,132-100.0% |