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 | $66,954 | $84,233-20.5% | $170,442-60.7% | $70,131-4.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 19.46% | 23.06%-3.6pp | 205.93%-186.5pp | 73.14%-53.7pp |
| Employer contribution / active EE | $5,617 | $3,387+65.9% | $5,433+3.4% | $2,342+139.8% |
| Participant deferral / active EE | $3,272 | $3,086+6.0% | $4,939-33.8% | $3,332-1.8% |
| Admin fee / account holder | $153 | $5,698-97.3% | $13,880-98.9% | $4,645-96.7% |