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 | $63,698 | $136,307-53.3% | $106,619-40.3% | $273,961-76.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 7.14% | 11.05%-3.9pp | 9.42%-2.3pp | 41.45%-34.3pp |
| Employer contribution / active EE | $4,576 | $5,190-11.8% | $3,947+16.0% | $4,869-6.0% |
| Participant deferral / active EE | $5,310 | $4,969+6.9% | $3,930+35.1% | $5,287+0.4% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |