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 | $25,486 | $97,757-73.9% | $83,848-69.6% | $135,375-81.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 2.01% | 1287.37%-1285.4pp | 850.88%-848.9pp | 519.73%-517.7pp |
| Employer contribution / active EE | $6,922 | $4,222+64.0% | $3,631+90.6% | $4,779+44.8% |
| Participant deferral / active EE | $3,138 | $4,682-33.0% | $4,082-23.1% | $5,609-44.0% |
| Admin fee / account holder | $211 | $6,674-96.8% | $5,478-96.1% | $10,827-98.0% |