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 | $29,068 | $153,311-81.0% | $109,313-73.4% | $273,961-89.4% |
| Participation rate | 88.9% | 80.1%+8.8pp | 71.3%+17.6pp | 83.0%+5.9pp |
| Annual return | 7.72% | 29.86%-22.1pp | 22.07%-14.3pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,813 | $5,619-67.7% | $3,892-53.4% | $4,869-62.8% |
| Participant deferral / active EE | $5,243 | $3,932+33.3% | $3,166+65.6% | $5,287-0.8% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |