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 | $71,660 | $140,588-49.0% | $123,104-41.8% | $125,391-42.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 7.45% | 16.80%-9.3pp | 13.22%-5.8pp | 282.22%-274.8pp |
| Employer contribution / active EE | $1,293 | $6,041-78.6% | $5,151-74.9% | $4,866-73.4% |
| Participant deferral / active EE | $6,037 | $6,980-13.5% | $6,230-3.1% | $5,352+12.8% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |