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 | $16,517 | $99,341-83.4% | $84,750-80.5% | $273,961-94.0% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 8.62% | 22.93%-14.3pp | 22.78%-14.2pp | 41.45%-32.8pp |
| Employer contribution / active EE | $3,604 | $4,214-14.5% | $3,574+0.8% | $4,869-26.0% |
| Participant deferral / active EE | $3,604 | $4,269-15.6% | $3,712-2.9% | $5,287-31.8% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |