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 | $49,036 | $73,981-33.7% | $105,722-53.6% | $62,891-22.0% |
| Participation rate | 92.0% | 71.7%+20.3pp | 78.9%+13.1pp | 69.3%+22.7pp |
| Annual return | 4.81% | 17.60%-12.8pp | 12.25%-7.4pp | 20.14%-15.3pp |
| Employer contribution / active EE | $3,802 | $2,856+33.1% | $4,079-6.8% | $2,281+66.7% |
| Participant deferral / active EE | $3,338 | $4,038-17.3% | $5,326-37.3% | $3,203+4.2% |
| Admin fee / account holder | $0 | $5,976-100.0% | $8,308-100.0% | $4,296-100.0% |