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 | $21,235 | $65,685-67.7% | $57,179-62.9% | $273,961-92.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 10.35% | 21.99%-11.6pp | 14.59%-4.2pp | 41.45%-31.1pp |
| Employer contribution / active EE | $6,112 | $3,279+86.4% | $2,682+127.9% | $4,869+25.5% |
| Participant deferral / active EE | $6,336 | $3,782+67.5% | $3,096+104.6% | $5,287+19.8% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |