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 | $67,462 | $104,251-35.3% | $91,001-25.9% | $147,584-54.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 20.55% | 27.06%-6.5pp | 4.60%+15.9pp | 578.55%-558.0pp |
| Employer contribution / active EE | $4,489 | $3,116+44.1% | $2,456+82.8% | $4,876-7.9% |
| Participant deferral / active EE | $8,137 | $4,195+94.0% | $3,547+129.4% | $5,439+49.6% |
| Admin fee / account holder | $123 | $8,948-98.6% | $5,417-97.7% | $10,885-98.9% |