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 | $79,120 | $65,685+20.5% | $57,179+38.4% | $273,961-71.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 4.82% | 21.99%-17.2pp | 14.59%-9.8pp | 41.45%-36.6pp |
| Employer contribution / active EE | $2,394 | $3,279-27.0% | $2,682-10.8% | $4,869-50.8% |
| Participant deferral / active EE | $1,197 | $3,782-68.4% | $3,096-61.4% | $5,287-77.4% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |