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 | $50,159 | $152,587-67.1% | $125,175-59.9% | $152,861-67.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.94% | 54.84%-32.9pp | 43.79%-21.8pp | 345.32%-323.4pp |
| Employer contribution / active EE | $5,095 | $4,946+3.0% | $3,865+31.8% | $4,762+7.0% |
| Participant deferral / active EE | $6,420 | $5,868+9.4% | $4,937+30.0% | $5,850+9.7% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |