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 | $34,628 | $93,571-63.0% | $135,903-74.5% | $75,163-53.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 21.72% | 30.90%-9.2pp | 68.23%-46.5pp | 160.62%-138.9pp |
| Employer contribution / active EE | $7,760 | $3,537+119.4% | $4,856+59.8% | $2,670+190.7% |
| Participant deferral / active EE | $4,150 | $6,404-35.2% | $7,758-46.5% | $4,125+0.6% |
| Admin fee / account holder | $181 | $6,975-97.4% | $10,762-98.3% | $5,651-96.8% |