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 | $70,275 | $127,386-44.8% | $115,037-38.9% | $125,391-44.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 2.15% | 31.28%-29.1pp | 26.14%-24.0pp | 282.22%-280.1pp |
| Employer contribution / active EE | $1,073 | $5,166-79.2% | $4,608-76.7% | $4,866-78.0% |
| Participant deferral / active EE | $4,048 | $6,423-37.0% | $6,026-32.8% | $5,352-24.4% |
| Admin fee / account holder | $237 | $9,516-97.5% | $8,175-97.1% | $9,540-97.5% |