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 | $35,923 | $93,346-61.5% | $71,796-50.0% | $273,961-86.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 11.76% | 130.39%-118.6pp | 78.04%-66.3pp | 41.45%-29.7pp |
| Employer contribution / active EE | $11,425 | $2,733+318.0% | $1,924+493.7% | $4,869+134.7% |
| Participant deferral / active EE | $8,439 | $3,475+142.8% | $2,794+202.0% | $5,287+59.6% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |