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 | $25,364 | $90,503-72.0% | $78,689-67.8% | $273,961-90.7% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 4.21% | 75.60%-71.4pp | 62.18%-58.0pp | 41.45%-37.2pp |
| Employer contribution / active EE | $943 | $3,176-70.3% | $2,851-66.9% | $4,869-80.6% |
| Participant deferral / active EE | $2,559 | $3,901-34.4% | $3,517-27.2% | $5,287-51.6% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |