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 | $33,910 | $99,341-65.9% | $84,750-60.0% | $273,961-87.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.53% | 22.93%-11.4pp | 22.78%-11.3pp | 41.45%-29.9pp |
| Employer contribution / active EE | $15,334 | $4,214+263.9% | $3,574+329.0% | $4,869+215.0% |
| Participant deferral / active EE | $10,640 | $4,269+149.2% | $3,712+186.7% | $5,287+101.2% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |