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 | $25,593 | $105,630-75.8% | $87,507-70.8% | $273,961-90.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 6.69% | 12.25%-5.6pp | 12.21%-5.5pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,223 | $3,141-61.1% | $2,550-52.0% | $4,869-74.9% |
| Participant deferral / active EE | $4,377 | $3,601+21.6% | $3,149+39.0% | $5,287-17.2% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |