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 3-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 | $68,158 | $96,557-29.4% | $80,975-15.8% | $273,961-75.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.54% | 15.14%-8.6pp | 17.10%-10.6pp | 41.45%-34.9pp |
| Employer contribution / active EE | $3,668 | $4,868-24.7% | $3,714-1.2% | $4,869-24.7% |
| Participant deferral / active EE | $5,304 | $6,598-19.6% | $5,696-6.9% | $5,287+0.3% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |