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 | $35,856 | $135,952-73.6% | $123,892-71.1% | $273,961-86.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 16.66% | 56.63%-40.0pp | 47.52%-30.9pp | 41.45%-24.8pp |
| Employer contribution / active EE | $12,374 | $5,170+139.4% | $4,617+168.0% | $4,869+154.2% |
| Participant deferral / active EE | $8,604 | $6,343+35.7% | $5,984+43.8% | $5,287+62.7% |
| Admin fee / account holder | $249 | $9,817-97.5% | $8,357-97.0% | $10,132-97.5% |