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 | $75,830 | $112,881-32.8% | $90,951-16.6% | $158,922-52.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.87% | 215.79%-197.9pp | 134.60%-116.7pp | 302.83%-285.0pp |
| Employer contribution / active EE | $6,755 | $2,893+133.5% | $2,122+218.3% | $4,761+41.9% |
| Participant deferral / active EE | $3,752 | $4,128-9.1% | $3,373+11.2% | $5,982-37.3% |
| Admin fee / account holder | $20 | $8,041-99.8% | $5,959-99.7% | $11,246-99.8% |