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 | $35,015 | $96,557-63.7% | $80,975-56.8% | $273,961-87.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 4.19% | 15.14%-11.0pp | 17.10%-12.9pp | 41.45%-37.3pp |
| Employer contribution / active EE | $6,346 | $4,868+30.4% | $3,714+70.9% | $4,869+30.3% |
| Participant deferral / active EE | $2,703 | $6,598-59.0% | $5,696-52.5% | $5,287-48.9% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |