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 | $51,100 | $227,553-77.5% | $189,557-73.0% | $167,490-69.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.32% | 78.40%-65.1pp | 64.17%-50.8pp | 478.56%-465.2pp |
| Employer contribution / active EE | $3,130 | $5,316-41.1% | $4,412-29.1% | $4,837-35.3% |
| Participant deferral / active EE | $3,002 | $7,002-57.1% | $6,174-51.4% | $6,341-52.7% |
| Admin fee / account holder | $22 | $11,878-99.8% | $9,807-99.8% | $12,309-99.8% |