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 | $27,785 | $165,335-83.2% | $149,696-81.4% | $158,922-82.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.03% | 348.15%-329.1pp | 276.60%-257.6pp | 302.83%-283.8pp |
| Employer contribution / active EE | $10,271 | $5,103+101.3% | $4,644+121.2% | $4,761+115.7% |
| Participant deferral / active EE | $4,567 | $7,181-36.4% | $6,842-33.2% | $5,982-23.7% |
| Admin fee / account holder | $73 | $10,807-99.3% | $9,309-99.2% | $11,246-99.4% |