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 | $49,223 | $90,503-45.6% | $78,689-37.4% | $273,961-82.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.31% | 75.60%-66.3pp | 62.18%-52.9pp | 41.45%-32.1pp |
| Employer contribution / active EE | $2,200 | $3,176-30.7% | $2,851-22.8% | $4,869-54.8% |
| Participant deferral / active EE | $1,212 | $3,901-68.9% | $3,517-65.5% | $5,287-77.1% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |