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 | $50,839 | $93,071-45.4% | $74,583-31.8% | $273,961-81.4% |
| Participation rate | 71.4% | 74.9%-3.5pp | 68.1%+3.3pp | 83.0%-11.6pp |
| Annual return | 10.85% | 26.18%-15.3pp | 20.47%-9.6pp | 41.45%-30.6pp |
| Employer contribution / active EE | $4,403 | $3,160+39.4% | $2,525+74.4% | $4,869-9.6% |
| Participant deferral / active EE | $9,898 | $4,160+137.9% | $3,458+186.2% | $5,287+87.2% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |