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 | $49,834 | $89,355-44.2% | $141,162-64.7% | $72,985-31.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 27.75% | 111.85%-84.1pp | 71.39%-43.6pp | 81.00%-53.3pp |
| Employer contribution / active EE | $7,464 | $3,114+139.7% | $4,735+57.6% | $2,440+205.9% |
| Participant deferral / active EE | $7,993 | $5,418+47.5% | $6,709+19.1% | $3,607+121.6% |
| Admin fee / account holder | $181 | $5,958-97.0% | $10,261-98.2% | $5,124-96.5% |