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 | $61,101 | $227,553-73.1% | $189,557-67.8% | $167,490-63.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 21.53% | 78.40%-56.9pp | 64.17%-42.6pp | 478.56%-457.0pp |
| Employer contribution / active EE | $6,094 | $5,316+14.6% | $4,412+38.1% | $4,837+26.0% |
| Participant deferral / active EE | $1,408 | $7,002-79.9% | $6,174-77.2% | $6,341-77.8% |
| Admin fee / account holder | $20 | $11,878-99.8% | $9,807-99.8% | $12,309-99.8% |