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 | $26,505 | $96,484-72.5% | $75,886-65.1% | $152,861-82.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 22.52% | 33.98%-11.5pp | 30.76%-8.2pp | 345.32%-322.8pp |
| Employer contribution / active EE | $7,381 | $3,309+123.0% | $2,500+195.2% | $4,762+55.0% |
| Participant deferral / active EE | $6,115 | $4,553+34.3% | $3,603+69.7% | $5,850+4.5% |
| Admin fee / account holder | $288 | $8,078-96.4% | $5,418-94.7% | $11,596-97.5% |