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 | $77,295 | $153,772-49.7% | $133,980-42.3% | $273,961-71.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.68% | 36.51%-32.8pp | 29.30%-25.6pp | 41.45%-37.8pp |
| Employer contribution / active EE | $9,400 | $6,029+55.9% | $5,211+80.4% | $4,869+93.1% |
| Participant deferral / active EE | $6,211 | $6,958-10.7% | $6,282-1.1% | $5,287+17.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |