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 | $34,442 | $99,341-65.3% | $84,750-59.4% | $273,961-87.4% |
| Participation rate | 77.8% | 80.7%-2.9pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 7.82% | 22.93%-15.1pp | 22.78%-15.0pp | 41.45%-33.6pp |
| Employer contribution / active EE | $2,027 | $4,214-51.9% | $3,574-43.3% | $4,869-58.4% |
| Participant deferral / active EE | $4,176 | $4,269-2.2% | $3,712+12.5% | $5,287-21.0% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |