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 | $45,257 | $63,346-28.6% | $92,233-50.9% | $70,131-35.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.66% | 530.12%-513.5pp | 176.28%-159.6pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,795 | $2,471-27.4% | $3,679-51.2% | $2,342-23.4% |
| Participant deferral / active EE | $3,187 | $2,854+11.7% | $3,897-18.2% | $3,332-4.4% |
| Admin fee / account holder | $280 | $3,840-92.7% | $5,194-94.6% | $4,645-94.0% |