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 | $52,572 | $100,773-47.8% | $88,946-40.9% | $142,382-63.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 13.48% | 70.18%-56.7pp | 57.82%-44.3pp | 217.08%-203.6pp |
| Employer contribution / active EE | $4,685 | $2,918+60.6% | $2,555+83.4% | $4,299+9.0% |
| Participant deferral / active EE | $2,890 | $5,230-44.7% | $4,581-36.9% | $6,507-55.6% |
| Admin fee / account holder | $262 | $9,693-97.3% | $8,261-96.8% | $12,624-97.9% |