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 | $55,292 | $136,307-59.4% | $106,619-48.1% | $273,961-79.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 10.86% | 11.05%-0.2pp | 9.42%+1.4pp | 41.45%-30.6pp |
| Employer contribution / active EE | $10,893 | $5,190+109.9% | $3,947+176.0% | $4,869+123.7% |
| Participant deferral / active EE | $4,609 | $4,969-7.3% | $3,930+17.3% | $5,287-12.8% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |