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 | $34,548 | $96,557-64.2% | $80,975-57.3% | $273,961-87.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 9.67% | 15.14%-5.5pp | 17.10%-7.4pp | 41.45%-31.8pp |
| Employer contribution / active EE | $4,597 | $4,868-5.6% | $3,714+23.8% | $4,869-5.6% |
| Participant deferral / active EE | $6,787 | $6,598+2.9% | $5,696+19.1% | $5,287+28.4% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |