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 | $23,868 | $73,515-67.5% | $62,995-62.1% | $147,584-83.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.14% | 175.43%-159.3pp | 87.57%-71.4pp | 578.55%-562.4pp |
| Employer contribution / active EE | $4,545 | $3,320+36.9% | $2,759+64.8% | $4,876-6.8% |
| Participant deferral / active EE | $1,700 | $4,185-59.4% | $3,329-48.9% | $5,439-68.7% |
| Admin fee / account holder | $68 | $5,953-98.9% | $3,600-98.1% | $10,885-99.4% |