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 | $71,298 | $152,460-53.2% | $118,746-40.0% | $147,584-51.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 17.54% | 17.41%+0.1pp | 24.54%-7.0pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,419 | $5,046-71.9% | $4,193-66.2% | $4,876-70.9% |
| Participant deferral / active EE | $6,067 | $6,212-2.3% | $5,332+13.8% | $5,439+11.5% |
| Admin fee / account holder | $19 | $16,953-99.9% | $10,720-99.8% | $10,885-99.8% |