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 | $64,863 | $77,634-16.4% | $156,549-58.6% | $62,891+3.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 9.36% | 50.32%-41.0pp | 32.23%-22.9pp | 20.14%-10.8pp |
| Employer contribution / active EE | $7,075 | $3,444+105.4% | $5,501+28.6% | $2,281+210.2% |
| Participant deferral / active EE | $3,426 | $3,045+12.5% | $4,871-29.7% | $3,203+7.0% |
| Admin fee / account holder | $257 | $5,561-95.4% | $13,027-98.0% | $4,296-94.0% |