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 | $49,982 | $105,630-52.7% | $87,507-42.9% | $273,961-81.8% |
| Participation rate | 80.0% | 78.2%+1.8pp | 73.8%+6.2pp | 83.0%-3.0pp |
| Annual return | 9.49% | 12.25%-2.8pp | 12.21%-2.7pp | 41.45%-32.0pp |
| Employer contribution / active EE | $1,683 | $3,141-46.4% | $2,550-34.0% | $4,869-65.4% |
| Participant deferral / active EE | $5,066 | $3,601+40.7% | $3,149+60.9% | $5,287-4.2% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |