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 | $78,884 | $65,685+20.1% | $57,179+38.0% | $273,961-71.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 10.77% | 21.99%-11.2pp | 14.59%-3.8pp | 41.45%-30.7pp |
| Employer contribution / active EE | $6,088 | $3,279+85.7% | $2,682+127.0% | $4,869+25.0% |
| Participant deferral / active EE | $2,371 | $3,782-37.3% | $3,096-23.4% | $5,287-55.2% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |