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 | $67,294 | $105,859-36.4% | $90,160-25.4% | $147,584-54.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.88% | 37.63%-21.7pp | 34.88%-19.0pp | 578.55%-562.7pp |
| Employer contribution / active EE | $3,289 | $4,126-20.3% | $3,318-0.9% | $4,876-32.6% |
| Participant deferral / active EE | $3,537 | $5,733-38.3% | $5,288-33.1% | $5,439-35.0% |
| Admin fee / account holder | $17 | $8,046-99.8% | $5,943-99.7% | $10,885-99.8% |