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 | $66,835 | $97,044-31.1% | $83,333-19.8% | $135,375-50.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 22.51% | 12.31%+10.2pp | 10.63%+11.9pp | 519.73%-497.2pp |
| Employer contribution / active EE | $3,385 | $4,143-18.3% | $3,379+0.2% | $4,779-29.2% |
| Participant deferral / active EE | $6,151 | $5,964+3.1% | $5,565+10.5% | $5,609+9.7% |
| Admin fee / account holder | $22 | $8,380-99.7% | $7,510-99.7% | $10,827-99.8% |