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 | $53,117 | $88,707-40.1% | $74,183-28.4% | $273,961-80.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.21% | 11.94%-3.7pp | 17.74%-9.5pp | 41.45%-33.2pp |
| Employer contribution / active EE | $8,358 | $3,159+164.5% | $2,370+252.6% | $4,869+71.7% |
| Participant deferral / active EE | $5,081 | $4,212+20.7% | $3,550+43.2% | $5,287-3.9% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |