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 | $32,150 | $57,828-44.4% | $117,039-72.5% | $70,131-54.2% |
| Participation rate | 79.5% | 67.1%+12.4pp | 77.2%+2.3pp | 69.5%+9.9pp |
| Annual return | 19.44% | 17.55%+1.9pp | 18.95%+0.5pp | 73.14%-53.7pp |
| Employer contribution / active EE | $1,549 | $1,816-14.7% | $3,785-59.1% | $2,342-33.9% |
| Participant deferral / active EE | $3,273 | $2,438+34.3% | $3,929-16.7% | $3,332-1.8% |
| Admin fee / account holder | $0 | $3,548-100.0% | $5,974-100.0% | $4,645-100.0% |