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 | $55,378 | $153,772-64.0% | $133,980-58.7% | $273,961-79.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.79% | 36.51%-23.7pp | 29.30%-16.5pp | 41.45%-28.7pp |
| Employer contribution / active EE | $20,232 | $6,029+235.6% | $5,211+288.2% | $4,869+315.6% |
| Participant deferral / active EE | $11,812 | $6,958+69.7% | $6,282+88.0% | $5,287+123.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |