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 8-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 | $57,306 | $117,841-51.4% | $102,423-44.1% | $145,922-60.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.78% | 31.65%-17.9pp | 29.32%-15.5pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,309 | $3,615-36.1% | $3,023-23.6% | $4,660-50.4% |
| Participant deferral / active EE | $5,846 | $5,731+2.0% | $5,053+15.7% | $6,688-12.6% |
| Admin fee / account holder | $49 | $13,326-99.6% | $9,451-99.5% | $13,397-99.6% |