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 | $69,610 | $96,484-27.9% | $75,886-8.3% | $152,861-54.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 20.04% | 33.98%-13.9pp | 30.76%-10.7pp | 345.32%-325.3pp |
| Employer contribution / active EE | $3,044 | $3,309-8.0% | $2,500+21.7% | $4,762-36.1% |
| Participant deferral / active EE | $1,465 | $4,553-67.8% | $3,603-59.4% | $5,850-75.0% |
| Admin fee / account holder | $20 | $8,078-99.8% | $5,418-99.6% | $11,596-99.8% |