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 | $53,807 | $64,348-16.4% | $90,160-40.3% | $70,131-23.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 21.09% | 28.13%-7.0pp | 34.88%-13.8pp | 73.14%-52.1pp |
| Employer contribution / active EE | $8,097 | $2,046+295.8% | $3,318+144.0% | $2,342+245.7% |
| Participant deferral / active EE | $9,317 | $4,389+112.3% | $5,288+76.2% | $3,332+179.6% |
| Admin fee / account holder | $280 | $3,944-92.9% | $5,943-95.3% | $4,645-94.0% |