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 | $58,313 | $88,707-34.3% | $74,183-21.4% | $273,961-78.7% |
| Participation rate | 71.4% | 79.4%-8.0pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 4.42% | 11.94%-7.5pp | 17.74%-13.3pp | 41.45%-37.0pp |
| Employer contribution / active EE | $1,157 | $3,159-63.4% | $2,370-51.2% | $4,869-76.2% |
| Participant deferral / active EE | $2,559 | $4,212-39.2% | $3,550-27.9% | $5,287-51.6% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |