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 | $47,754 | $111,724-57.3% | $93,606-49.0% | $145,922-67.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.14% | 202.98%-188.8pp | 133.20%-119.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $2,061 | $3,090-33.3% | $2,420-14.8% | $4,660-55.8% |
| Participant deferral / active EE | $4,959 | $4,912+1.0% | $4,411+12.4% | $6,688-25.9% |
| Admin fee / account holder | $100 | $10,250-99.0% | $8,285-98.8% | $13,397-99.3% |