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 | $54,937 | $109,881-50.0% | $150,045-63.4% | $84,808-35.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.50% | 28.25%-12.7pp | 62.55%-47.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $9,310 | $3,561+161.4% | $4,693+98.4% | $2,631+253.9% |
| Participant deferral / active EE | $6,391 | $6,636-3.7% | $7,997-20.1% | $4,212+51.8% |
| Admin fee / account holder | $238 | $8,568-97.2% | $13,435-98.2% | $7,344-96.8% |