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 | $48,579 | $106,890-54.6% | $84,015-42.2% | $152,861-68.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 20.79% | 104.99%-84.2pp | 71.31%-50.5pp | 345.32%-324.5pp |
| Employer contribution / active EE | $2,621 | $2,734-4.1% | $1,983+32.2% | $4,762-45.0% |
| Participant deferral / active EE | $5,700 | $4,011+42.1% | $3,239+76.0% | $5,850-2.6% |
| Admin fee / account holder | $167 | $8,285-98.0% | $6,101-97.3% | $11,596-98.6% |