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 | $38,230 | $53,596-28.7% | $90,645-57.8% | $64,186-40.4% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | 8.06% | 4.41%+3.6pp | 1.88%+6.2pp | 7.63%+0.4pp |
| Employer contribution / active EE | $3,971 | $1,503+164.2% | $2,532+56.8% | $2,381+66.8% |
| Participant deferral / active EE | $2,315 | $2,459-5.8% | $3,425-32.4% | $3,470-33.3% |
| Admin fee / account holder | $0 | $3,868-100.0% | $4,994-100.0% | $4,888-100.0% |