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 | $29,439 | $83,337-64.7% | $67,834-56.6% | $273,961-89.3% |
| Participation rate | 75.0% | 76.4%-1.4pp | 68.8%+6.2pp | 83.0%-8.0pp |
| Annual return | 7.13% | 259.45%-252.3pp | 138.47%-131.3pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,040 | $3,287-68.4% | $2,403-56.7% | $4,869-78.6% |
| Participant deferral / active EE | $2,079 | $4,088-49.1% | $3,160-34.2% | $5,287-60.7% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |