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 | $63,809 | $73,933-13.7% | $96,683-34.0% | $75,163-15.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 14.68% | 26.70%-12.0pp | 35.69%-21.0pp | 160.62%-145.9pp |
| Employer contribution / active EE | $6,634 | $2,928+126.6% | $3,737+77.5% | $2,670+148.5% |
| Participant deferral / active EE | $5,610 | $3,659+53.3% | $4,878+15.0% | $4,125+36.0% |
| Admin fee / account holder | $154 | $5,216-97.0% | $6,730-97.7% | $5,651-97.3% |