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 | $58,217 | $127,386-54.3% | $115,037-49.4% | $125,391-53.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 6.75% | 31.28%-24.5pp | 26.14%-19.4pp | 282.22%-275.5pp |
| Employer contribution / active EE | $16,093 | $5,166+211.5% | $4,608+249.2% | $4,866+230.7% |
| Participant deferral / active EE | $6,483 | $6,423+0.9% | $6,026+7.6% | $5,352+21.1% |
| Admin fee / account holder | $88 | $9,516-99.1% | $8,175-98.9% | $9,540-99.1% |