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 | $36,540 | $215,361-83.0% | $171,082-78.6% | $273,961-86.7% |
| Participation rate | 92.3% | 82.0%+10.3pp | 76.7%+15.6pp | 83.0%+9.3pp |
| Annual return | 13.72% | 25.14%-11.4pp | 32.56%-18.8pp | 41.45%-27.7pp |
| Employer contribution / active EE | $871 | $4,967-82.5% | $4,002-78.2% | $4,869-82.1% |
| Participant deferral / active EE | $2,165 | $5,543-60.9% | $4,797-54.9% | $5,287-59.0% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |