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 | $35,417 | $93,071-61.9% | $74,583-52.5% | $273,961-87.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.07% | 26.18%-19.1pp | 20.47%-13.4pp | 41.45%-34.4pp |
| Employer contribution / active EE | $24,917 | $3,160+688.6% | $2,525+886.8% | $4,869+411.8% |
| Participant deferral / active EE | $14,839 | $4,160+256.7% | $3,458+329.1% | $5,287+180.7% |
| Admin fee / account holder | $43 | $5,272-99.2% | $4,138-99.0% | $10,132-99.6% |