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 | $50,890 | $137,414-63.0% | $189,513-73.1% | $85,850-40.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 14.15% | 38.14%-24.0pp | 555.15%-541.0pp | 318.53%-304.4pp |
| Employer contribution / active EE | $2,487 | $4,344-42.8% | $6,162-59.6% | $2,565-3.1% |
| Participant deferral / active EE | $5,647 | $6,260-9.8% | $8,221-31.3% | $3,952+42.9% |
| Admin fee / account holder | $201 | $8,630-97.7% | $12,045-98.3% | $6,260-96.8% |