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 | $32,091 | $78,705-59.2% | $117,854-72.8% | $70,131-54.2% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 18.62% | 23.30%-4.7pp | 335.08%-316.5pp | 73.14%-54.5pp |
| Employer contribution / active EE | $2,701 | $2,223+21.5% | $3,786-28.7% | $2,342+15.3% |
| Participant deferral / active EE | $3,868 | $3,297+17.3% | $4,482-13.7% | $3,332+16.1% |
| Admin fee / account holder | $186 | $5,065-96.3% | $8,020-97.7% | $4,645-96.0% |