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 | $48,302 | $105,181-54.1% | $159,436-69.7% | $85,850-43.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 12.90% | 45.07%-32.2pp | 263.57%-250.7pp | 318.53%-305.6pp |
| Employer contribution / active EE | $1,781 | $3,318-46.3% | $4,829-63.1% | $2,565-30.6% |
| Participant deferral / active EE | $3,384 | $5,945-43.1% | $7,352-54.0% | $3,952-14.4% |
| Admin fee / account holder | $141 | $6,933-98.0% | $10,799-98.7% | $6,260-97.8% |