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 | $58,080 | $93,346-37.8% | $71,796-19.1% | $273,961-78.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.32% | 130.39%-122.1pp | 78.04%-69.7pp | 41.45%-33.1pp |
| Employer contribution / active EE | $2,060 | $2,733-24.6% | $1,924+7.1% | $4,869-57.7% |
| Participant deferral / active EE | $3,622 | $3,475+4.2% | $2,794+29.6% | $5,287-31.5% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |