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 | $68,631 | $152,587-55.0% | $125,175-45.2% | $152,861-55.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 24.77% | 54.84%-30.1pp | 43.79%-19.0pp | 345.32%-320.5pp |
| Employer contribution / active EE | $9,965 | $4,946+101.5% | $3,865+157.8% | $4,762+109.2% |
| Participant deferral / active EE | $3,875 | $5,868-34.0% | $4,937-21.5% | $5,850-33.8% |
| Admin fee / account holder | $289 | $13,434-97.8% | $9,702-97.0% | $11,596-97.5% |