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 | $26,487 | $99,341-73.3% | $84,750-68.7% | $273,961-90.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 13.64% | 22.93%-9.3pp | 22.78%-9.1pp | 41.45%-27.8pp |
| Employer contribution / active EE | $1,392 | $4,214-67.0% | $3,574-61.1% | $4,869-71.4% |
| Participant deferral / active EE | $7,677 | $4,269+79.8% | $3,712+106.8% | $5,287+45.2% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |