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 | $26,567 | $98,750-73.1% | $149,696-82.3% | $79,858-66.7% |
| Participation rate | 97.5% | 75.8%+21.7pp | 82.5%+15.0pp | 69.6%+27.9pp |
| Annual return | 29.16% | 27.43%+1.7pp | 276.60%-247.4pp | 31.71%-2.6pp |
| Employer contribution / active EE | $4,885 | $3,216+51.9% | $4,644+5.2% | $2,471+97.7% |
| Participant deferral / active EE | $2,548 | $5,680-55.1% | $6,842-62.8% | $3,740-31.9% |
| Admin fee / account holder | $48 | $6,053-99.2% | $9,309-99.5% | $5,306-99.1% |