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 | $22,064 | $99,341-77.8% | $84,750-74.0% | $273,961-91.9% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 8.33% | 22.93%-14.6pp | 22.78%-14.5pp | 41.45%-33.1pp |
| Employer contribution / active EE | $1,957 | $4,214-53.6% | $3,574-45.3% | $4,869-59.8% |
| Participant deferral / active EE | $4,956 | $4,269+16.1% | $3,712+33.5% | $5,287-6.3% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |