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 | $58,640 | $96,557-39.3% | $80,975-27.6% | $273,961-78.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 5.15% | 15.14%-10.0pp | 17.10%-12.0pp | 41.45%-36.3pp |
| Employer contribution / active EE | $9,380 | $4,868+92.7% | $3,714+152.5% | $4,869+92.6% |
| Participant deferral / active EE | $12,866 | $6,598+95.0% | $5,696+125.9% | $5,287+143.3% |
| Admin fee / account holder | $3 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |