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 | $65,860 | $101,069-34.8% | $81,478-19.2% | $147,584-55.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 21.96% | 32.40%-10.4pp | 38.78%-16.8pp | 578.55%-556.6pp |
| Employer contribution / active EE | $15,640 | $3,205+388.0% | $2,568+509.1% | $4,876+220.7% |
| Participant deferral / active EE | $9,045 | $4,242+113.2% | $3,537+155.7% | $5,439+66.3% |
| Admin fee / account holder | $222 | $5,812-96.2% | $4,561-95.1% | $10,885-98.0% |