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 | $62,453 | $132,239-52.8% | $105,722-40.9% | $273,961-77.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 2.25% | 10.07%-7.8pp | 12.25%-10.0pp | 41.45%-39.2pp |
| Employer contribution / active EE | $1,910 | $4,867-60.8% | $4,079-53.2% | $4,869-60.8% |
| Participant deferral / active EE | $7,491 | $6,233+20.2% | $5,326+40.7% | $5,287+41.7% |
| Admin fee / account holder | $0 | $12,032-100.0% | $8,308-100.0% | $10,132-100.0% |