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 | $42,831 | $153,772-72.1% | $133,980-68.0% | $273,961-84.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.90% | 36.51%-31.6pp | 29.30%-24.4pp | 41.45%-36.6pp |
| Employer contribution / active EE | $2,037 | $6,029-66.2% | $5,211-60.9% | $4,869-58.2% |
| Participant deferral / active EE | $10,783 | $6,958+55.0% | $6,282+71.6% | $5,287+103.9% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |