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 | $19,603 | $99,341-80.3% | $84,750-76.9% | $273,961-92.8% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 7.88% | 22.93%-15.0pp | 22.78%-14.9pp | 41.45%-33.6pp |
| Employer contribution / active EE | $2,659 | $4,214-36.9% | $3,574-25.6% | $4,869-45.4% |
| Participant deferral / active EE | $5,338 | $4,269+25.0% | $3,712+43.8% | $5,287+1.0% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |