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 | $73,059 | $127,386-42.6% | $115,037-36.5% | $125,391-41.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.22%-282.2pp |
| Employer contribution / active EE | $9,702 | $5,166+87.8% | $4,608+110.5% | $4,866+99.4% |
| Participant deferral / active EE | $5,282 | $6,423-17.8% | $6,026-12.4% | $5,352-1.3% |
| Admin fee / account holder | $284 | $9,516-97.0% | $8,175-96.5% | $9,540-97.0% |