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 | $62,883 | $90,503-30.5% | $78,689-20.1% | $273,961-77.0% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 8.62% | 75.60%-67.0pp | 62.18%-53.6pp | 41.45%-32.8pp |
| Employer contribution / active EE | $1,742 | $3,176-45.2% | $2,851-38.9% | $4,869-64.2% |
| Participant deferral / active EE | $3,636 | $3,901-6.8% | $3,517+3.4% | $5,287-31.2% |
| Admin fee / account holder | $270 | $5,263-94.9% | $4,510-94.0% | $10,132-97.3% |