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 | $31,944 | $99,341-67.8% | $84,750-62.3% | $273,961-88.3% |
| Participation rate | 94.4% | 80.7%+13.8pp | 76.6%+17.9pp | 83.0%+11.4pp |
| Annual return | 9.24% | 22.93%-13.7pp | 22.78%-13.5pp | 41.45%-32.2pp |
| Employer contribution / active EE | $10,743 | $4,214+155.0% | $3,574+200.6% | $4,869+120.7% |
| Participant deferral / active EE | $6,078 | $4,269+42.4% | $3,712+63.8% | $5,287+15.0% |
| Admin fee / account holder | $3 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |