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 | $51,248 | $153,311-66.6% | $109,313-53.1% | $273,961-81.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 2.74% | 29.86%-27.1pp | 22.07%-19.3pp | 41.45%-38.7pp |
| Employer contribution / active EE | $6,192 | $5,619+10.2% | $3,892+59.1% | $4,869+27.2% |
| Participant deferral / active EE | $13,492 | $3,932+243.1% | $3,166+326.1% | $5,287+155.2% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |