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 | $30,369 | $112,881-73.1% | $90,951-66.6% | $158,922-80.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 6.90% | 215.79%-208.9pp | 134.60%-127.7pp | 302.83%-295.9pp |
| Employer contribution / active EE | $4,532 | $2,893+56.6% | $2,122+113.6% | $4,761-4.8% |
| Participant deferral / active EE | $3,468 | $4,128-16.0% | $3,373+2.8% | $5,982-42.0% |
| Admin fee / account holder | $198 | $8,041-97.5% | $5,959-96.7% | $11,246-98.2% |