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 | $58,608 | $79,557-26.3% | $118,746-50.6% | $70,131-16.4% |
| Participation rate | 95.2% | 71.4%+23.9pp | 78.3%+17.0pp | 69.5%+25.7pp |
| Annual return | 23.11% | 25.64%-2.5pp | 24.54%-1.4pp | 73.14%-50.0pp |
| Employer contribution / active EE | $1,429 | $2,861-50.1% | $4,193-65.9% | $2,342-39.0% |
| Participant deferral / active EE | $3,296 | $4,089-19.4% | $5,332-38.2% | $3,332-1.1% |
| Admin fee / account holder | $0 | $5,374-100.0% | $10,720-100.0% | $4,645-100.0% |