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 | $46,959 | $105,630-55.5% | $87,507-46.3% | $273,961-82.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 2.54% | 12.25%-9.7pp | 12.21%-9.7pp | 41.45%-38.9pp |
| Employer contribution / active EE | $5,055 | $3,141+61.0% | $2,550+98.3% | $4,869+3.8% |
| Participant deferral / active EE | $9,912 | $3,601+175.3% | $3,149+214.8% | $5,287+87.5% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |