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 | $58,900 | $127,065-53.6% | $113,168-48.0% | $142,382-58.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.54% | 24.03%-8.5pp | 24.27%-8.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $7,348 | $3,442+113.5% | $2,975+147.0% | $4,299+70.9% |
| Participant deferral / active EE | $4,440 | $5,716-22.3% | $5,107-13.1% | $6,507-31.8% |
| Admin fee / account holder | $285 | $15,736-98.2% | $12,068-97.6% | $12,624-97.7% |