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 | $41,126 | $90,503-54.6% | $78,689-47.7% | $273,961-85.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.95% | 75.60%-70.6pp | 62.18%-57.2pp | 41.45%-36.5pp |
| Employer contribution / active EE | $1,924 | $3,176-39.4% | $2,851-32.5% | $4,869-60.5% |
| Participant deferral / active EE | $600 | $3,901-84.6% | $3,517-82.9% | $5,287-88.7% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |