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 | $46,293 | $181,894-74.5% | $156,549-70.4% | $273,961-83.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.50% | 30.74%-21.2pp | 32.23%-22.7pp | 41.45%-32.0pp |
| Employer contribution / active EE | $5,047 | $6,248-19.2% | $5,501-8.3% | $4,869+3.7% |
| Participant deferral / active EE | $7,747 | $5,550+39.6% | $4,871+59.0% | $5,287+46.5% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |