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 | $53,229 | $81,632-34.8% | $70,449-24.4% | $158,922-66.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 4.82% | 208.40%-203.6pp | 109.03%-104.2pp | 302.83%-298.0pp |
| Employer contribution / active EE | $1,066 | $3,217-66.9% | $2,737-61.0% | $4,761-77.6% |
| Participant deferral / active EE | $2,131 | $4,554-53.2% | $3,709-42.5% | $5,982-64.4% |
| Admin fee / account holder | $20 | $6,193-99.7% | $3,845-99.5% | $11,246-99.8% |