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 | $18,484 | $90,503-79.6% | $78,689-76.5% | $273,961-93.3% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 9.07% | 75.60%-66.5pp | 62.18%-53.1pp | 41.45%-32.4pp |
| Employer contribution / active EE | $2,846 | $3,176-10.4% | $2,851-0.2% | $4,869-41.5% |
| Participant deferral / active EE | $4,376 | $3,901+12.2% | $3,517+24.4% | $5,287-17.2% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |