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 | $26,497 | $99,341-73.3% | $84,750-68.7% | $273,961-90.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 34.59% | 22.93%+11.7pp | 22.78%+11.8pp | 41.45%-6.9pp |
| Employer contribution / active EE | $11,375 | $4,214+170.0% | $3,574+218.3% | $4,869+133.6% |
| Participant deferral / active EE | $6,806 | $4,269+59.4% | $3,712+83.4% | $5,287+28.7% |
| Admin fee / account holder | $179 | $6,644-97.3% | $5,332-96.6% | $10,132-98.2% |