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 | $64,656 | $152,587-57.6% | $125,175-48.3% | $152,861-57.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.40% | 54.84%-32.4pp | 43.79%-21.4pp | 345.32%-322.9pp |
| Employer contribution / active EE | $9,120 | $4,946+84.4% | $3,865+135.9% | $4,762+91.5% |
| Participant deferral / active EE | $4,345 | $5,868-26.0% | $4,937-12.0% | $5,850-25.7% |
| Admin fee / account holder | $95 | $13,434-99.3% | $9,702-99.0% | $11,596-99.2% |