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 | $53,400 | $153,772-65.3% | $133,980-60.1% | $273,961-80.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.90% | 36.51%-29.6pp | 29.30%-22.4pp | 41.45%-34.6pp |
| Employer contribution / active EE | $7,215 | $6,029+19.7% | $5,211+38.5% | $4,869+48.2% |
| Participant deferral / active EE | $5,029 | $6,958-27.7% | $6,282-19.9% | $5,287-4.9% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |