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 | $55,168 | $157,256-64.9% | $141,162-60.9% | $152,861-63.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.53% | 64.32%-44.8pp | 71.39%-51.9pp | 345.32%-325.8pp |
| Employer contribution / active EE | $10,672 | $5,261+102.8% | $4,735+125.4% | $4,762+124.1% |
| Participant deferral / active EE | $4,986 | $7,109-29.9% | $6,709-25.7% | $5,850-14.8% |
| Admin fee / account holder | $17 | $12,120-99.9% | $10,261-99.8% | $11,596-99.9% |