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 | $44,912 | $57,541-21.9% | $95,745-53.1% | $75,163-40.2% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 21.06% | 34.93%-13.9pp | 28.35%-7.3pp | 160.62%-139.6pp |
| Employer contribution / active EE | $6,682 | $1,808+269.6% | $2,835+135.7% | $2,670+150.3% |
| Participant deferral / active EE | $2,693 | $3,074-12.4% | $4,245-36.6% | $4,125-34.7% |
| Admin fee / account holder | $291 | $4,099-92.9% | $5,678-94.9% | $5,651-94.9% |