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 | $32,555 | $78,705-58.6% | $117,854-72.4% | $70,131-53.6% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 17.49% | 23.30%-5.8pp | 335.08%-317.6pp | 73.14%-55.6pp |
| Employer contribution / active EE | $3,426 | $2,223+54.1% | $3,786-9.5% | $2,342+46.2% |
| Participant deferral / active EE | $5,193 | $3,297+57.5% | $4,482+15.9% | $3,332+55.9% |
| Admin fee / account holder | $285 | $5,065-94.4% | $8,020-96.4% | $4,645-93.9% |