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 | $54,659 | $163,687-66.6% | $108,745-49.7% | $273,961-80.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.7%+22.3pp | 83.0%+17.0pp |
| Annual return | 9.66% | 31.16%-21.5pp | 46.22%-36.6pp | 41.45%-31.8pp |
| Employer contribution / active EE | $7,772 | $4,711+65.0% | $3,323+133.9% | $4,869+59.6% |
| Participant deferral / active EE | $12,172 | $7,155+70.1% | $5,121+137.7% | $5,287+130.2% |
| Admin fee / account holder | $0 | $12,890-100.0% | $6,144-100.0% | $10,132-100.0% |