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 | $50,717 | $99,652-49.1% | $78,778-35.6% | $147,584-65.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 21.48% | 47.28%-25.8pp | 35.62%-14.1pp | 578.55%-557.1pp |
| Employer contribution / active EE | $2,436 | $2,796-12.9% | $1,986+22.7% | $4,876-50.0% |
| Participant deferral / active EE | $6,205 | $3,664+69.4% | $2,958+109.8% | $5,439+14.1% |
| Admin fee / account holder | $282 | $7,155-96.1% | $5,134-94.5% | $10,885-97.4% |