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 | $69,761 | $98,750-29.4% | $149,696-53.4% | $79,858-12.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.57% | 27.43%-14.9pp | 276.60%-264.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $4,773 | $3,216+48.4% | $4,644+2.8% | $2,471+93.2% |
| Participant deferral / active EE | $6,461 | $5,680+13.7% | $6,842-5.6% | $3,740+72.7% |
| Admin fee / account holder | $298 | $6,053-95.1% | $9,309-96.8% | $5,306-94.4% |