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 | $43,979 | $99,652-55.9% | $78,778-44.2% | $147,584-70.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 14.02% | 47.28%-33.3pp | 35.62%-21.6pp | 578.55%-564.5pp |
| Employer contribution / active EE | $5,293 | $2,796+89.3% | $1,986+166.6% | $4,876+8.5% |
| Participant deferral / active EE | $3,948 | $3,664+7.8% | $2,958+33.5% | $5,439-27.4% |
| Admin fee / account holder | $209 | $7,155-97.1% | $5,134-95.9% | $10,885-98.1% |