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 | $78,172 | $109,881-28.9% | $150,045-47.9% | $84,808-7.8% |
| Participation rate | 93.4% | 76.1%+17.4pp | 82.3%+11.1pp | 68.3%+25.1pp |
| Annual return | 21.16% | 28.25%-7.1pp | 62.55%-41.4pp | 40.90%-19.7pp |
| Employer contribution / active EE | $10,114 | $3,561+184.0% | $4,693+115.5% | $2,631+284.4% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $82 | $8,568-99.0% | $13,435-99.4% | $7,344-98.9% |