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 | $79,040 | $153,772-48.6% | $133,980-41.0% | $273,961-71.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.55% | 36.51%-26.0pp | 29.30%-18.7pp | 41.45%-30.9pp |
| Employer contribution / active EE | $1,349 | $6,029-77.6% | $5,211-74.1% | $4,869-72.3% |
| Participant deferral / active EE | $10,472 | $6,958+50.5% | $6,282+66.7% | $5,287+98.1% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |