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 | $30,319 | $56,897-46.7% | $84,750-64.2% | $62,891-51.8% |
| Participation rate | 79.3% | 68.5%+10.8pp | 76.6%+2.7pp | 69.3%+10.0pp |
| Annual return | 5.62% | 6.30%-0.7pp | 22.78%-17.2pp | 20.14%-14.5pp |
| Employer contribution / active EE | $6,562 | $2,400+173.5% | $3,574+83.6% | $2,281+187.7% |
| Participant deferral / active EE | $1,690 | $2,709-37.6% | $3,712-54.5% | $3,203-47.2% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,332-100.0% | $4,296-100.0% |