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 | $27,185 | $99,341-72.6% | $84,750-67.9% | $273,961-90.1% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 7.45% | 22.93%-15.5pp | 22.78%-15.3pp | 41.45%-34.0pp |
| Employer contribution / active EE | $5,514 | $4,214+30.9% | $3,574+54.3% | $4,869+13.3% |
| Participant deferral / active EE | $2,388 | $4,269-44.1% | $3,712-35.7% | $5,287-54.8% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |