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 | $73,593 | $105,859-30.5% | $90,160-18.4% | $147,584-50.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.28% | 37.63%-19.3pp | 34.88%-16.6pp | 578.55%-560.3pp |
| Employer contribution / active EE | $6,742 | $4,126+63.4% | $3,318+103.2% | $4,876+38.3% |
| Participant deferral / active EE | $9,354 | $5,733+63.2% | $5,288+76.9% | $5,439+72.0% |
| Admin fee / account holder | $166 | $8,046-97.9% | $5,943-97.2% | $10,885-98.5% |