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 | $33,780 | $84,233-59.9% | $170,442-80.2% | $70,131-51.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.05% | 23.06%-5.0pp | 205.93%-187.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $4,956 | $3,387+46.3% | $5,433-8.8% | $2,342+111.6% |
| Participant deferral / active EE | $2,740 | $3,086-11.2% | $4,939-44.5% | $3,332-17.8% |
| Admin fee / account holder | $20 | $5,698-99.6% | $13,880-99.9% | $4,645-99.6% |