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 | $61,440 | $226,064-72.8% | $182,532-66.3% | $152,861-59.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 16.05% | 192.51%-176.5pp | 148.54%-132.5pp | 345.32%-329.3pp |
| Employer contribution / active EE | $6,008 | $4,978+20.7% | $4,076+47.4% | $4,762+26.2% |
| Participant deferral / active EE | $6,302 | $6,368-1.0% | $5,524+14.1% | $5,850+7.7% |
| Admin fee / account holder | $252 | $10,703-97.6% | $8,592-97.1% | $11,596-97.8% |