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 | $72,624 | $112,881-35.7% | $90,951-20.2% | $158,922-54.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 18.06% | 215.79%-197.7pp | 134.60%-116.5pp | 302.83%-284.8pp |
| Employer contribution / active EE | $3,937 | $2,893+36.1% | $2,122+85.6% | $4,761-17.3% |
| Participant deferral / active EE | $9,471 | $4,128+129.5% | $3,373+180.8% | $5,982+58.3% |
| Admin fee / account holder | $193 | $8,041-97.6% | $5,959-96.8% | $11,246-98.3% |