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 | $65,215 | $121,625-46.4% | $104,607-37.7% | $158,922-59.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 18.73% | 465.26%-446.5pp | 340.46%-321.7pp | 302.83%-284.1pp |
| Employer contribution / active EE | $3,606 | $3,163+14.0% | $2,681+34.5% | $4,761-24.3% |
| Participant deferral / active EE | $4,070 | $4,177-2.6% | $3,740+8.8% | $5,982-32.0% |
| Admin fee / account holder | $72 | $7,787-99.1% | $6,473-98.9% | $11,246-99.4% |