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 | $67,921 | $113,339-40.1% | $94,993-28.5% | $147,584-54.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 8.22% | 20.77%-12.5pp | 27.12%-18.9pp | 578.55%-570.3pp |
| Employer contribution / active EE | $5,668 | $3,160+79.3% | $2,603+117.7% | $4,876+16.2% |
| Participant deferral / active EE | $1,213 | $3,777-67.9% | $3,317-63.4% | $5,439-77.7% |
| Admin fee / account holder | $137 | $6,063-97.7% | $4,960-97.2% | $10,885-98.7% |