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 | $54,671 | $124,281-56.0% | $109,143-49.9% | $167,490-67.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.72% | 26.04%-11.3pp | 25.75%-11.0pp | 478.56%-463.8pp |
| Employer contribution / active EE | $5,626 | $4,207+33.7% | $3,722+51.1% | $4,837+16.3% |
| Participant deferral / active EE | $4,892 | $5,255-6.9% | $4,653+5.1% | $6,341-22.9% |
| Admin fee / account holder | $219 | $7,970-97.3% | $6,752-96.8% | $12,309-98.2% |