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 | $19,710 | $105,630-81.3% | $87,507-77.5% | $273,961-92.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 6.87% | 12.25%-5.4pp | 12.21%-5.3pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,884 | $3,141-40.0% | $2,550-26.1% | $4,869-61.3% |
| Participant deferral / active EE | $2,192 | $3,601-39.1% | $3,149-30.4% | $5,287-58.6% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |