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 | $43,408 | $106,515-59.2% | $96,683-55.1% | $139,434-68.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.40% | 38.43%-23.0pp | 35.69%-20.3pp | 372.94%-357.5pp |
| Employer contribution / active EE | $7,622 | $4,103+85.8% | $3,737+104.0% | $4,751+60.4% |
| Participant deferral / active EE | $7,849 | $5,454+43.9% | $4,878+60.9% | $6,710+17.0% |
| Admin fee / account holder | $19 | $7,877-99.8% | $6,730-99.7% | $11,403-99.8% |