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 | $69,389 | $94,625-26.7% | $116,228-40.3% | $84,808-18.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 20.92% | 20.40%+0.5pp | 90.06%-69.1pp | 40.90%-20.0pp |
| Employer contribution / active EE | $7,693 | $2,347+227.8% | $2,994+156.9% | $2,631+192.4% |
| Participant deferral / active EE | $6,369 | $3,972+60.3% | $4,953+28.6% | $4,212+51.2% |
| Admin fee / account holder | $245 | $10,091-97.6% | $11,989-98.0% | $7,344-96.7% |