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 | $55,044 | $90,503-39.2% | $78,689-30.0% | $273,961-79.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 22.91% | 75.60%-52.7pp | 62.18%-39.3pp | 41.45%-18.5pp |
| Employer contribution / active EE | $6,500 | $3,176+104.7% | $2,851+128.0% | $4,869+33.5% |
| Participant deferral / active EE | $24,000 | $3,901+515.2% | $3,517+582.4% | $5,287+353.9% |
| Admin fee / account holder | $30 | $5,263-99.4% | $4,510-99.3% | $10,132-99.7% |