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 | $47,798 | $107,015-55.3% | $73,545-35.0% | $147,584-67.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 10.53% | 38.25%-27.7pp | -15.16%+25.7pp | 578.55%-568.0pp |
| Employer contribution / active EE | $1,306 | $1,760-25.8% | $1,219+7.1% | $4,876-73.2% |
| Participant deferral / active EE | $2,750 | $2,462+11.7% | $1,806+52.2% | $5,439-49.4% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |