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 | $39,001 | $181,894-78.6% | $156,549-75.1% | $273,961-85.8% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 32.34% | 30.74%+1.6pp | 32.23%+0.1pp | 41.45%-9.1pp |
| Employer contribution / active EE | $4,357 | $6,248-30.3% | $5,501-20.8% | $4,869-10.5% |
| Participant deferral / active EE | $5,717 | $5,550+3.0% | $4,871+17.4% | $5,287+8.1% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |