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 | $21,472 | $77,634-72.3% | $156,549-86.3% | $62,891-65.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 9.37% | 50.32%-41.0pp | 32.23%-22.9pp | 20.14%-10.8pp |
| Employer contribution / active EE | $5,819 | $3,444+69.0% | $5,501+5.8% | $2,281+155.1% |
| Participant deferral / active EE | $5,304 | $3,045+74.2% | $4,871+8.9% | $3,203+65.6% |
| Admin fee / account holder | $182 | $5,561-96.7% | $13,027-98.6% | $4,296-95.8% |