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 | $48,816 | $90,503-46.1% | $78,689-38.0% | $273,961-82.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.61% | 75.60%-70.0pp | 62.18%-56.6pp | 41.45%-35.8pp |
| Employer contribution / active EE | $3,153 | $3,176-0.7% | $2,851+10.6% | $4,869-35.2% |
| Participant deferral / active EE | $9,716 | $3,901+149.0% | $3,517+176.3% | $5,287+83.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |