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 | $44,532 | $93,071-52.2% | $74,583-40.3% | $273,961-83.7% |
| Participation rate | 93.3% | 74.9%+18.4pp | 68.1%+25.2pp | 83.0%+10.3pp |
| Annual return | 10.27% | 26.18%-15.9pp | 20.47%-10.2pp | 41.45%-31.2pp |
| Employer contribution / active EE | $3,023 | $3,160-4.3% | $2,525+19.7% | $4,869-37.9% |
| Participant deferral / active EE | $7,499 | $4,160+80.3% | $3,458+116.9% | $5,287+41.8% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |