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 | $69,434 | $198,466-65.0% | $170,442-59.3% | $147,584-53.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.57% | 257.29%-241.7pp | 205.93%-190.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $2,950 | $6,184-52.3% | $5,433-45.7% | $4,876-39.5% |
| Participant deferral / active EE | $11,858 | $5,629+110.6% | $4,939+140.1% | $5,439+118.0% |
| Admin fee / account holder | $34 | $16,852-99.8% | $13,880-99.8% | $10,885-99.7% |