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 | $47,630 | $99,341-52.1% | $84,750-43.8% | $273,961-82.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.30% | 22.93%-15.6pp | 22.78%-15.5pp | 41.45%-34.2pp |
| Employer contribution / active EE | $2,485 | $4,214-41.0% | $3,574-30.5% | $4,869-49.0% |
| Participant deferral / active EE | $18,000 | $4,269+321.6% | $3,712+385.0% | $5,287+240.5% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |