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 | $51,446 | $83,337-38.3% | $67,834-24.2% | $273,961-81.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 9.35% | 259.45%-250.1pp | 138.47%-129.1pp | 41.45%-32.1pp |
| Employer contribution / active EE | $1,786 | $3,287-45.7% | $2,403-25.7% | $4,869-63.3% |
| Participant deferral / active EE | $4,666 | $4,088+14.1% | $3,160+47.7% | $5,287-11.7% |
| Admin fee / account holder | $190 | $6,752-97.2% | $4,622-95.9% | $10,132-98.1% |