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 | $34,409 | $136,307-74.8% | $106,619-67.7% | $273,961-87.4% |
| Participation rate | 87.5% | 84.8%+2.7pp | 78.0%+9.5pp | 83.0%+4.5pp |
| Annual return | 12.95% | 11.05%+1.9pp | 9.42%+3.5pp | 41.45%-28.5pp |
| Employer contribution / active EE | $10,979 | $5,190+111.6% | $3,947+178.2% | $4,869+125.5% |
| Participant deferral / active EE | $4,528 | $4,969-8.9% | $3,930+15.2% | $5,287-14.4% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |