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 | $69,322 | $118,450-41.5% | $98,439-29.6% | $139,434-50.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 12.82% | 18.94%-6.1pp | 21.16%-8.3pp | 372.94%-360.1pp |
| Employer contribution / active EE | $3,431 | $3,609-4.9% | $3,048+12.6% | $4,751-27.8% |
| Participant deferral / active EE | $6,515 | $5,392+20.8% | $4,738+37.5% | $6,710-2.9% |
| Admin fee / account holder | $292 | $14,026-97.9% | $8,948-96.7% | $11,403-97.4% |