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 | $14,148 | $65,685-78.5% | $57,179-75.3% | $273,961-94.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 10.43% | 21.99%-11.6pp | 14.59%-4.2pp | 41.45%-31.0pp |
| Employer contribution / active EE | $3,173 | $3,279-3.2% | $2,682+18.3% | $4,869-34.8% |
| Participant deferral / active EE | $5,333 | $3,782+41.0% | $3,096+72.3% | $5,287+0.9% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |