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 | $20,548 | $65,685-68.7% | $57,179-64.1% | $273,961-92.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.83% | 21.99%-16.2pp | 14.59%-8.8pp | 41.45%-35.6pp |
| Employer contribution / active EE | $3,660 | $3,279+11.6% | $2,682+36.5% | $4,869-24.8% |
| Participant deferral / active EE | $1,554 | $3,782-58.9% | $3,096-49.8% | $5,287-70.6% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |