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 | $17,362 | $90,503-80.8% | $78,689-77.9% | $273,961-93.7% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 11.52% | 75.60%-64.1pp | 62.18%-50.7pp | 41.45%-29.9pp |
| Employer contribution / active EE | $3,550 | $3,176+11.8% | $2,851+24.5% | $4,869-27.1% |
| Participant deferral / active EE | $5,688 | $3,901+45.8% | $3,517+61.7% | $5,287+7.6% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |