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 | $54,457 | $112,881-51.8% | $90,951-40.1% | $158,922-65.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.45% | 215.79%-198.3pp | 134.60%-117.1pp | 302.83%-285.4pp |
| Employer contribution / active EE | $6,106 | $2,893+111.0% | $2,122+187.7% | $4,761+28.2% |
| Participant deferral / active EE | $2,718 | $4,128-34.1% | $3,373-19.4% | $5,982-54.6% |
| Admin fee / account holder | $17 | $8,041-99.8% | $5,959-99.7% | $11,246-99.9% |