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 | $24,725 | $93,346-73.5% | $71,796-65.6% | $273,961-91.0% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 83.0%-3.0pp |
| Annual return | 10.03% | 130.39%-120.4pp | 78.04%-68.0pp | 41.45%-31.4pp |
| Employer contribution / active EE | $4,587 | $2,733+67.8% | $1,924+138.3% | $4,869-5.8% |
| Participant deferral / active EE | $5,733 | $3,475+65.0% | $2,794+105.2% | $5,287+8.4% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |