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 | $99,524 | $171,164-41.9% | $127,761-22.1% | $152,861-34.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 21.57% | 23.54%-2.0pp | 26.14%-4.6pp | 345.32%-323.7pp |
| Employer contribution / active EE | $14,398 | $5,447+164.3% | $4,574+214.8% | $4,762+202.3% |
| Participant deferral / active EE | $11,880 | $7,038+68.8% | $6,021+97.3% | $5,850+103.1% |
| Admin fee / account holder | $9 | $14,530-99.9% | $9,395-99.9% | $11,596-99.9% |