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 | $55,119 | $104,251-47.1% | $91,001-39.4% | $147,584-62.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 13.31% | 27.06%-13.8pp | 4.60%+8.7pp | 578.55%-565.2pp |
| Employer contribution / active EE | $9,805 | $3,116+214.7% | $2,456+299.3% | $4,876+101.1% |
| Participant deferral / active EE | $12,750 | $4,195+203.9% | $3,547+259.4% | $5,439+134.4% |
| Admin fee / account holder | $63 | $8,948-99.3% | $5,417-98.8% | $10,885-99.4% |