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 | $51,410 | $112,881-54.5% | $90,951-43.5% | $158,922-67.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 15.39% | 215.79%-200.4pp | 134.60%-119.2pp | 302.83%-287.4pp |
| Employer contribution / active EE | $9,336 | $2,893+222.7% | $2,122+340.0% | $4,761+96.1% |
| Participant deferral / active EE | $3,636 | $4,128-11.9% | $3,373+7.8% | $5,982-39.2% |
| Admin fee / account holder | $279 | $8,041-96.5% | $5,959-95.3% | $11,246-97.5% |