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 | $44,774 | $163,687-72.6% | $108,745-58.8% | $273,961-83.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.7%+22.3pp | 83.0%+17.0pp |
| Annual return | 21.01% | 31.16%-10.1pp | 46.22%-25.2pp | 41.45%-20.4pp |
| Employer contribution / active EE | $8,483 | $4,711+80.0% | $3,323+155.3% | $4,869+74.2% |
| Participant deferral / active EE | $0 | $7,155-100.0% | $5,121-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $12,890-100.0% | $6,144-100.0% | $10,132-100.0% |