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 | $59,087 | $201,272-70.6% | $184,203-67.9% | $145,922-59.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.45% | 29.00%-14.6pp | 28.81%-14.4pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,999 | $7,022-71.5% | $6,427-68.9% | $4,660-57.1% |
| Participant deferral / active EE | $3,400 | $9,806-65.3% | $9,131-62.8% | $6,688-49.2% |
| Admin fee / account holder | $194 | $16,364-98.8% | $13,901-98.6% | $13,397-98.5% |