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 | $16,838 | $93,071-81.9% | $74,583-77.4% | $273,961-93.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 10.73% | 26.18%-15.4pp | 20.47%-9.7pp | 41.45%-30.7pp |
| Employer contribution / active EE | $1,564 | $3,160-50.5% | $2,525-38.1% | $4,869-67.9% |
| Participant deferral / active EE | $5,017 | $4,160+20.6% | $3,458+45.1% | $5,287-5.1% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |