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 | $39,858 | $93,071-57.2% | $74,583-46.6% | $273,961-85.5% |
| Participation rate | 78.6% | 74.9%+3.6pp | 68.1%+10.5pp | 83.0%-4.4pp |
| Annual return | 4.14% | 26.18%-22.0pp | 20.47%-16.3pp | 41.45%-37.3pp |
| Employer contribution / active EE | $6,945 | $3,160+119.8% | $2,525+175.0% | $4,869+42.6% |
| Participant deferral / active EE | $1,353 | $4,160-67.5% | $3,458-60.9% | $5,287-74.4% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |