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 | $68,612 | $84,233-18.5% | $170,442-59.7% | $70,131-2.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.32% | 23.06%-8.7pp | 205.93%-191.6pp | 73.14%-58.8pp |
| Employer contribution / active EE | $4,556 | $3,387+34.5% | $5,433-16.1% | $2,342+94.5% |
| Participant deferral / active EE | $2,592 | $3,086-16.0% | $4,939-47.5% | $3,332-22.2% |
| Admin fee / account holder | $116 | $5,698-98.0% | $13,880-99.2% | $4,645-97.5% |