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 | $35,782 | $153,772-76.7% | $133,980-73.3% | $273,961-86.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 14.01% | 36.51%-22.5pp | 29.30%-15.3pp | 41.45%-27.4pp |
| Employer contribution / active EE | $2,625 | $6,029-56.5% | $5,211-49.6% | $4,869-46.1% |
| Participant deferral / active EE | $11,518 | $6,958+65.5% | $6,282+83.3% | $5,287+117.8% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |