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 | $43,207 | $124,281-65.2% | $109,143-60.4% | $167,490-74.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.54% | 26.04%-12.5pp | 25.75%-12.2pp | 478.56%-465.0pp |
| Employer contribution / active EE | $1,870 | $4,207-55.6% | $3,722-49.8% | $4,837-61.3% |
| Participant deferral / active EE | $4,763 | $5,255-9.4% | $4,653+2.4% | $6,341-24.9% |
| Admin fee / account holder | $285 | $7,970-96.4% | $6,752-95.8% | $12,309-97.7% |