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 | $49,815 | $89,355-44.2% | $141,162-64.7% | $72,985-31.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.40% | 111.85%-88.5pp | 71.39%-48.0pp | 81.00%-57.6pp |
| Employer contribution / active EE | $9,435 | $3,114+202.9% | $4,735+99.3% | $2,440+286.7% |
| Participant deferral / active EE | $6,603 | $5,418+21.9% | $6,709-1.6% | $3,607+83.0% |
| Admin fee / account holder | $225 | $5,958-96.2% | $10,261-97.8% | $5,124-95.6% |