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 | $66,941 | $114,381-41.5% | $107,525-37.7% | $142,382-53.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.22% | 242.71%-228.5pp | 181.32%-167.1pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,150 | $4,015-46.5% | $3,754-42.7% | $4,299-50.0% |
| Participant deferral / active EE | $6,200 | $5,564+11.4% | $5,116+21.2% | $6,507-4.7% |
| Admin fee / account holder | $255 | $9,860-97.4% | $8,919-97.1% | $12,624-98.0% |