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 | $29,528 | $87,540-66.3% | $75,781-61.0% | $125,391-76.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 22.05% | 13.48%+8.6pp | 9.68%+12.4pp | 282.22%-260.2pp |
| Employer contribution / active EE | $14,125 | $3,930+259.4% | $3,323+325.0% | $4,866+190.3% |
| Participant deferral / active EE | $2,254 | $4,229-46.7% | $3,651-38.3% | $5,352-57.9% |
| Admin fee / account holder | $45 | $6,502-99.3% | $5,299-99.2% | $9,540-99.5% |