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 | $48,233 | $127,065-62.0% | $113,168-57.4% | $142,382-66.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.67% | 24.03%-7.4pp | 24.27%-7.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $6,609 | $3,442+92.0% | $2,975+122.1% | $4,299+53.7% |
| Participant deferral / active EE | $4,837 | $5,716-15.4% | $5,107-5.3% | $6,507-25.7% |
| Admin fee / account holder | $121 | $15,736-99.2% | $12,068-99.0% | $12,624-99.0% |