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 | $69,630 | $149,679-53.5% | $117,039-40.5% | $147,584-52.8% |
| Participation rate | 77.8% | 83.5%-5.7pp | 77.2%+0.6pp | 82.8%-5.1pp |
| Annual return | 15.34% | 19.31%-4.0pp | 18.95%-3.6pp | 578.55%-563.2pp |
| Employer contribution / active EE | $8,475 | $4,937+71.7% | $3,785+123.9% | $4,876+73.8% |
| Participant deferral / active EE | $1,811 | $4,912-63.1% | $3,929-53.9% | $5,439-66.7% |
| Admin fee / account holder | $154 | $7,856-98.0% | $5,974-97.4% | $10,885-98.6% |