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 | $54,437 | $210,648-74.2% | $177,989-69.4% | $145,922-62.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.12% | 385.86%-374.7pp | 294.48%-283.4pp | 561.29%-550.2pp |
| Employer contribution / active EE | $3,611 | $4,565-20.9% | $3,949-8.5% | $4,660-22.5% |
| Participant deferral / active EE | $2,685 | $6,958-61.4% | $6,276-57.2% | $6,688-59.8% |
| Admin fee / account holder | $49 | $12,013-99.6% | $10,363-99.5% | $13,397-99.6% |