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 | $47,148 | $116,175-59.4% | $93,606-49.6% | $152,861-69.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 19.37% | 35.96%-16.6pp | 32.76%-13.4pp | 345.32%-325.9pp |
| Employer contribution / active EE | $2,247 | $3,218-30.2% | $2,718-17.3% | $4,762-52.8% |
| Participant deferral / active EE | $2,302 | $4,603-50.0% | $4,069-43.4% | $5,850-60.7% |
| Admin fee / account holder | $222 | $10,748-97.9% | $7,888-97.2% | $11,596-98.1% |