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 | $47,903 | $117,841-59.3% | $102,423-53.2% | $145,922-67.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 28.33% | 31.65%-3.3pp | 29.32%-1.0pp | 561.29%-533.0pp |
| Employer contribution / active EE | $1,036 | $3,615-71.3% | $3,023-65.7% | $4,660-77.8% |
| Participant deferral / active EE | $5,611 | $5,731-2.1% | $5,053+11.0% | $6,688-16.1% |
| Admin fee / account holder | $30 | $13,326-99.8% | $9,451-99.7% | $13,397-99.8% |