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 | $48,395 | $83,337-41.9% | $67,834-28.7% | $273,961-82.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 7.16% | 259.45%-252.3pp | 138.47%-131.3pp | 41.45%-34.3pp |
| Employer contribution / active EE | $2,195 | $3,287-33.2% | $2,403-8.7% | $4,869-54.9% |
| Participant deferral / active EE | $10,340 | $4,088+152.9% | $3,160+227.2% | $5,287+95.6% |
| Admin fee / account holder | $296 | $6,752-95.6% | $4,622-93.6% | $10,132-97.1% |