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 | $55,761 | $93,071-40.1% | $74,583-25.2% | $273,961-79.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 9.97% | 26.18%-16.2pp | 20.47%-10.5pp | 41.45%-31.5pp |
| Employer contribution / active EE | $5,170 | $3,160+63.6% | $2,525+104.7% | $4,869+6.2% |
| Participant deferral / active EE | $1,902 | $4,160-54.3% | $3,458-45.0% | $5,287-64.0% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |