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 | $47,413 | $106,890-55.6% | $84,015-43.6% | $152,861-69.0% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 20.00% | 104.99%-85.0pp | 71.31%-51.3pp | 345.32%-325.3pp |
| Employer contribution / active EE | $3,336 | $2,734+22.0% | $1,983+68.2% | $4,762-29.9% |
| Participant deferral / active EE | $4,958 | $4,011+23.6% | $3,239+53.1% | $5,850-15.2% |
| Admin fee / account holder | $208 | $8,285-97.5% | $6,101-96.6% | $11,596-98.2% |