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 | $43,575 | $215,361-79.8% | $171,082-74.5% | $273,961-84.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 10.14% | 25.14%-15.0pp | 32.56%-22.4pp | 41.45%-31.3pp |
| Employer contribution / active EE | $6,329 | $4,967+27.4% | $4,002+58.1% | $4,869+30.0% |
| Participant deferral / active EE | $7,911 | $5,543+42.7% | $4,797+64.9% | $5,287+49.6% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |