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 | $21,373 | $153,311-86.1% | $109,313-80.4% | $273,961-92.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 4.27% | 29.86%-25.6pp | 22.07%-17.8pp | 41.45%-37.2pp |
| Employer contribution / active EE | $7,451 | $5,619+32.6% | $3,892+91.4% | $4,869+53.0% |
| Participant deferral / active EE | $3,897 | $3,932-0.9% | $3,166+23.1% | $5,287-26.3% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |