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 | $58,768 | $153,311-61.7% | $109,313-46.2% | $273,961-78.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 15.67% | 29.86%-14.2pp | 22.07%-6.4pp | 41.45%-25.8pp |
| Employer contribution / active EE | $3,972 | $5,619-29.3% | $3,892+2.1% | $4,869-18.4% |
| Participant deferral / active EE | $4,965 | $3,932+26.3% | $3,166+56.8% | $5,287-6.1% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |