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 | $62,070 | $114,047-45.6% | $96,139-35.4% | $167,490-62.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 14.84% | 189.88%-175.0pp | 191.94%-177.1pp | 478.56%-463.7pp |
| Employer contribution / active EE | $1,326 | $3,427-61.3% | $2,797-52.6% | $4,837-72.6% |
| Participant deferral / active EE | $2,201 | $5,194-57.6% | $4,349-49.4% | $6,341-65.3% |
| Admin fee / account holder | $40 | $6,897-99.4% | $5,537-99.3% | $12,309-99.7% |