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 | $20,347 | $105,630-80.7% | $87,507-76.7% | $273,961-92.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 7.60% | 12.25%-4.7pp | 12.21%-4.6pp | 41.45%-33.9pp |
| Employer contribution / active EE | $1,241 | $3,141-60.5% | $2,550-51.3% | $4,869-74.5% |
| Participant deferral / active EE | $2,787 | $3,601-22.6% | $3,149-11.5% | $5,287-47.3% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |