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 | $73,293 | $140,588-47.9% | $123,104-40.5% | $125,391-41.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 1.44% | 16.80%-15.4pp | 13.22%-11.8pp | 282.22%-280.8pp |
| Employer contribution / active EE | $13,696 | $6,041+126.7% | $5,151+165.9% | $4,866+181.5% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,230-100.0% | $5,352-100.0% |
| Admin fee / account holder | $222 | $11,198-98.0% | $9,015-97.5% | $9,540-97.7% |