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 6-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 | $47,735 | $100,970-52.7% | $96,576-50.6% | $137,256-65.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 15.49% | 38.16%-22.7pp | 38.47%-23.0pp | 220.34%-204.9pp |
| Employer contribution / active EE | $981 | $3,809-74.3% | $3,553-72.4% | $4,156-76.4% |
| Participant deferral / active EE | $5,142 | $8,286-37.9% | $7,956-35.4% | $6,407-19.7% |
| Admin fee / account holder | $50 | $11,312-99.6% | $11,381-99.6% | $12,270-99.6% |