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 | $63,216 | $114,381-44.7% | $107,525-41.2% | $142,382-55.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.31% | 242.71%-223.4pp | 181.32%-162.0pp | 217.08%-197.8pp |
| Employer contribution / active EE | $7,312 | $4,015+82.1% | $3,754+94.8% | $4,299+70.1% |
| Participant deferral / active EE | $11,478 | $5,564+106.3% | $5,116+124.4% | $6,507+76.4% |
| Admin fee / account holder | $245 | $9,860-97.5% | $8,919-97.3% | $12,624-98.1% |