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 | $42,255 | $90,503-53.3% | $78,689-46.3% | $273,961-84.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.76% | 75.60%-70.8pp | 62.18%-57.4pp | 41.45%-36.7pp |
| Employer contribution / active EE | $1,693 | $3,176-46.7% | $2,851-40.6% | $4,869-65.2% |
| Participant deferral / active EE | $2,188 | $3,901-43.9% | $3,517-37.8% | $5,287-58.6% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |