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 | $63,713 | $116,175-45.2% | $93,606-31.9% | $152,861-58.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 20.05% | 35.96%-15.9pp | 32.76%-12.7pp | 345.32%-325.3pp |
| Employer contribution / active EE | $8,382 | $3,218+160.4% | $2,718+208.4% | $4,762+76.0% |
| Participant deferral / active EE | $4,500 | $4,603-2.3% | $4,069+10.6% | $5,850-23.1% |
| Admin fee / account holder | $53 | $10,748-99.5% | $7,888-99.3% | $11,596-99.5% |