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 | $53,849 | $103,949-48.2% | $69,182-22.2% | $273,961-80.3% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 15.65% | 35.28%-19.6pp | -21.93%+37.6pp | 41.45%-25.8pp |
| Employer contribution / active EE | $5,574 | $1,783+212.6% | $1,206+362.1% | $4,869+14.5% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,897-100.0% | $5,287-100.0% |
| Admin fee / account holder | $225 | $3,671-93.9% | $2,697-91.7% | $10,132-97.8% |