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 | $45,032 | $93,071-51.6% | $74,583-39.6% | $273,961-83.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.79% | 26.18%-18.4pp | 20.47%-12.7pp | 41.45%-33.7pp |
| Employer contribution / active EE | $4,064 | $3,160+28.6% | $2,525+60.9% | $4,869-16.5% |
| Participant deferral / active EE | $4,369 | $4,160+5.0% | $3,458+26.4% | $5,287-17.4% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |