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 | $42,518 | $89,355-52.4% | $141,162-69.9% | $72,985-41.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.11% | 111.85%-92.7pp | 71.39%-52.3pp | 81.00%-61.9pp |
| Employer contribution / active EE | $5,083 | $3,114+63.2% | $4,735+7.3% | $2,440+108.3% |
| Participant deferral / active EE | $2,716 | $5,418-49.9% | $6,709-59.5% | $3,607-24.7% |
| Admin fee / account holder | $245 | $5,958-95.9% | $10,261-97.6% | $5,124-95.2% |