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 4-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 | $32,097 | $154,117-79.2% | $129,995-75.3% | $139,434-77.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 9.94% | 32.48%-22.5pp | -137.18%+147.1pp | 372.94%-363.0pp |
| Employer contribution / active EE | $9,981 | $5,289+88.7% | $4,320+131.1% | $4,751+110.1% |
| Participant deferral / active EE | $6,479 | $6,710-3.4% | $5,820+11.3% | $6,710-3.4% |
| Admin fee / account holder | $260 | $14,007-98.1% | $10,614-97.6% | $11,403-97.7% |