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 | $61,468 | $105,630-41.8% | $87,507-29.8% | $273,961-77.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 8.21% | 12.25%-4.0pp | 12.21%-4.0pp | 41.45%-33.2pp |
| Employer contribution / active EE | $4,578 | $3,141+45.8% | $2,550+79.6% | $4,869-6.0% |
| Participant deferral / active EE | $7,582 | $3,601+110.6% | $3,149+140.8% | $5,287+43.4% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |