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 | $49,057 | $101,618-51.7% | $93,063-47.3% | $137,256-64.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 17.45% | 223.95%-206.5pp | 34.15%-16.7pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,859 | $2,707-31.3% | $2,476-24.9% | $4,156-55.3% |
| Participant deferral / active EE | $5,548 | $4,279+29.6% | $3,958+40.2% | $6,407-13.4% |
| Admin fee / account holder | $65 | $6,198-98.9% | $6,033-98.9% | $12,270-99.5% |