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 | $69,375 | $118,450-41.4% | $98,439-29.5% | $139,434-50.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 17.80% | 18.94%-1.1pp | 21.16%-3.4pp | 372.94%-355.1pp |
| Employer contribution / active EE | $7,711 | $3,609+113.6% | $3,048+153.0% | $4,751+62.3% |
| Participant deferral / active EE | $6,034 | $5,392+11.9% | $4,738+27.4% | $6,710-10.1% |
| Admin fee / account holder | $64 | $14,026-99.5% | $8,948-99.3% | $11,403-99.4% |