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 | $47,367 | $176,377-73.1% | $134,143-64.7% | $158,922-70.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 26.45% | 63.63%-37.2pp | 36.33%-9.9pp | 302.83%-276.4pp |
| Employer contribution / active EE | $4,722 | $5,040-6.3% | $3,704+27.5% | $4,761-0.8% |
| Participant deferral / active EE | $13,001 | $4,091+217.8% | $3,499+271.6% | $5,982+117.3% |
| Admin fee / account holder | $60 | $8,718-99.3% | $6,684-99.1% | $11,246-99.5% |