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 | $60,137 | $106,749-43.7% | $145,433-58.6% | $82,448-27.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.49% | 27.59%-11.1pp | 66.58%-50.1pp | 41.64%-25.1pp |
| Employer contribution / active EE | $5,593 | $3,444+62.4% | $4,554+22.8% | $2,551+119.2% |
| Participant deferral / active EE | $5,499 | $6,519-15.6% | $7,897-30.4% | $4,139+32.9% |
| Admin fee / account holder | $135 | $8,390-98.4% | $13,129-99.0% | $7,234-98.1% |