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 | $44,749 | $215,361-79.2% | $171,082-73.8% | $273,961-83.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 4.03% | 25.14%-21.1pp | 32.56%-28.5pp | 41.45%-37.4pp |
| Employer contribution / active EE | $12,815 | $4,967+158.0% | $4,002+220.2% | $4,869+163.2% |
| Participant deferral / active EE | $5,955 | $5,543+7.4% | $4,797+24.1% | $5,287+12.6% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |