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 | $25,899 | $153,311-83.1% | $109,313-76.3% | $273,961-90.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 23.59% | 29.86%-6.3pp | 22.07%+1.5pp | 41.45%-17.9pp |
| Employer contribution / active EE | $7,107 | $5,619+26.5% | $3,892+82.6% | $4,869+46.0% |
| Participant deferral / active EE | $10,590 | $3,932+169.3% | $3,166+234.4% | $5,287+100.3% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |