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 | $72,559 | $89,355-18.8% | $141,162-48.6% | $72,985-0.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.26% | 111.85%-92.6pp | 71.39%-52.1pp | 81.00%-61.7pp |
| Employer contribution / active EE | $5,062 | $3,114+62.5% | $4,735+6.9% | $2,440+107.5% |
| Participant deferral / active EE | $3,836 | $5,418-29.2% | $6,709-42.8% | $3,607+6.3% |
| Admin fee / account holder | $76 | $5,958-98.7% | $10,261-99.3% | $5,124-98.5% |