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 | $47,719 | $165,912-71.2% | $122,332-61.0% | $147,584-67.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 19.69% | 34.55%-14.9pp | 30.27%-10.6pp | 578.55%-558.9pp |
| Employer contribution / active EE | $5,794 | $5,754+0.7% | $4,050+43.0% | $4,876+18.8% |
| Participant deferral / active EE | $8,412 | $4,005+110.0% | $3,287+155.9% | $5,439+54.7% |
| Admin fee / account holder | $257 | $7,424-96.5% | $5,478-95.3% | $10,885-97.6% |