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 | $49,347 | $153,772-67.9% | $133,980-63.2% | $273,961-82.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.67% | 36.51%-26.8pp | 29.30%-19.6pp | 41.45%-31.8pp |
| Employer contribution / active EE | $1,678 | $6,029-72.2% | $5,211-67.8% | $4,869-65.5% |
| Participant deferral / active EE | $10,844 | $6,958+55.8% | $6,282+72.6% | $5,287+105.1% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |