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 | $67,399 | $201,259-66.5% | $184,200-63.4% | $145,959-53.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.24% | 28.98%-12.7pp | 28.80%-12.6pp | 561.95%-545.7pp |
| Employer contribution / active EE | $4,792 | $7,018-31.7% | $6,424-25.4% | $4,661+2.8% |
| Participant deferral / active EE | $9,919 | $9,806+1.1% | $9,132+8.6% | $6,689+48.3% |
| Admin fee / account holder | $184 | $16,372-98.9% | $13,907-98.7% | $13,398-98.6% |