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 | $72,971 | $98,750-26.1% | $149,696-51.3% | $79,858-8.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.91% | 27.43%-13.5pp | 276.60%-262.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $1,567 | $3,216-51.3% | $4,644-66.3% | $2,471-36.6% |
| Participant deferral / active EE | $3,972 | $5,680-30.1% | $6,842-41.9% | $3,740+6.2% |
| Admin fee / account holder | $25 | $6,053-99.6% | $9,309-99.7% | $5,306-99.5% |