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 | $99,085 | $113,935-13.0% | $94,224+5.2% | $125,391-21.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 9.31% | 5.29%+4.0pp | 10.68%-1.4pp | 282.22%-272.9pp |
| Employer contribution / active EE | $16,350 | $4,727+245.9% | $3,587+355.9% | $4,866+236.0% |
| Participant deferral / active EE | $6,800 | $5,179+31.3% | $4,320+57.4% | $5,352+27.1% |
| Admin fee / account holder | $14 | $8,391-99.8% | $6,269-99.8% | $9,540-99.9% |