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 | $43,982 | $90,503-51.4% | $78,689-44.1% | $273,961-83.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.10% | 75.60%-69.5pp | 62.18%-56.1pp | 41.45%-35.3pp |
| Employer contribution / active EE | $5,343 | $3,176+68.2% | $2,851+87.4% | $4,869+9.7% |
| Participant deferral / active EE | $9,499 | $3,901+143.5% | $3,517+170.1% | $5,287+79.7% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |