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 | $64,379 | $232,540-72.3% | $185,117-65.2% | $147,584-56.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 14.77% | 43.03%-28.3pp | 40.50%-25.7pp | 578.55%-563.8pp |
| Employer contribution / active EE | $11,901 | $5,195+129.1% | $4,182+184.6% | $4,876+144.1% |
| Participant deferral / active EE | $7,351 | $5,834+26.0% | $5,045+45.7% | $5,439+35.2% |
| Admin fee / account holder | $21 | $10,275-99.8% | $8,159-99.7% | $10,885-99.8% |