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 | $70,809 | $153,772-54.0% | $133,980-47.1% | $273,961-74.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.79% | 36.51%-30.7pp | 29.30%-23.5pp | 41.45%-35.7pp |
| Employer contribution / active EE | $16,721 | $6,029+177.3% | $5,211+220.9% | $4,869+243.4% |
| Participant deferral / active EE | $8,154 | $6,958+17.2% | $6,282+29.8% | $5,287+54.2% |
| Admin fee / account holder | $26 | $11,765-99.8% | $9,324-99.7% | $10,132-99.7% |