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 | $52,347 | $98,240-46.7% | $82,313-36.4% | $147,584-64.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.46% | 30.85%-12.4pp | 25.88%-7.4pp | 578.55%-560.1pp |
| Employer contribution / active EE | $1,287 | $3,192-59.7% | $2,428-47.0% | $4,876-73.6% |
| Participant deferral / active EE | $2,648 | $4,383-39.6% | $3,706-28.5% | $5,439-51.3% |
| Admin fee / account holder | $18 | $8,563-99.8% | $5,608-99.7% | $10,885-99.8% |