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 | $27,974 | $84,233-66.8% | $170,442-83.6% | $70,131-60.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.21% | 23.06%-4.8pp | 205.93%-187.7pp | 73.14%-54.9pp |
| Employer contribution / active EE | $5,851 | $3,387+72.7% | $5,433+7.7% | $2,342+149.8% |
| Participant deferral / active EE | $3,445 | $3,086+11.6% | $4,939-30.3% | $3,332+3.4% |
| Admin fee / account holder | $165 | $5,698-97.1% | $13,880-98.8% | $4,645-96.5% |