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 | $44,232 | $87,540-49.5% | $75,781-41.6% | $125,391-64.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 7.36% | 13.48%-6.1pp | 9.68%-2.3pp | 282.22%-274.9pp |
| Employer contribution / active EE | $3,256 | $3,930-17.1% | $3,323-2.0% | $4,866-33.1% |
| Participant deferral / active EE | $9,656 | $4,229+128.3% | $3,651+164.4% | $5,352+80.4% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |