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 | $45,302 | $96,557-53.1% | $80,975-44.1% | $273,961-83.5% |
| Participation rate | 71.4% | 79.1%-7.7pp | 75.8%-4.4pp | 83.0%-11.6pp |
| Annual return | 8.65% | 15.14%-6.5pp | 17.10%-8.5pp | 41.45%-32.8pp |
| Employer contribution / active EE | $3,003 | $4,868-38.3% | $3,714-19.2% | $4,869-38.3% |
| Participant deferral / active EE | $6,264 | $6,598-5.1% | $5,696+10.0% | $5,287+18.5% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |