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 | $54,992 | $90,503-39.2% | $78,689-30.1% | $273,961-79.9% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 11.55% | 75.60%-64.1pp | 62.18%-50.6pp | 41.45%-29.9pp |
| Employer contribution / active EE | $4,548 | $3,176+43.2% | $2,851+59.5% | $4,869-6.6% |
| Participant deferral / active EE | $12,841 | $3,901+229.1% | $3,517+265.1% | $5,287+142.9% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |