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 | $62,860 | $67,606-7.0% | $82,313-23.6% | $70,131-10.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 13.24% | 21.57%-8.3pp | 25.88%-12.6pp | 73.14%-59.9pp |
| Employer contribution / active EE | $2,049 | $1,755+16.7% | $2,428-15.6% | $2,342-12.5% |
| Participant deferral / active EE | $4,859 | $2,987+62.7% | $3,706+31.1% | $3,332+45.8% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |