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 | $65,534 | $84,233-22.2% | $170,442-61.6% | $70,131-6.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.73% | 23.06%-6.3pp | 205.93%-189.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $6,190 | $3,387+82.8% | $5,433+13.9% | $2,342+164.2% |
| Participant deferral / active EE | $4,473 | $3,086+44.9% | $4,939-9.4% | $3,332+34.2% |
| Admin fee / account holder | $101 | $5,698-98.2% | $13,880-99.3% | $4,645-97.8% |