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 | $93,023 | $135,952-31.6% | $123,892-24.9% | $273,961-66.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 17.67% | 56.63%-39.0pp | 47.52%-29.9pp | 41.45%-23.8pp |
| Employer contribution / active EE | $32,839 | $5,170+535.2% | $4,617+611.3% | $4,869+574.5% |
| Participant deferral / active EE | $15,567 | $6,343+145.4% | $5,984+160.1% | $5,287+194.4% |
| Admin fee / account holder | $48 | $9,817-99.5% | $8,357-99.4% | $10,132-99.5% |