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 | $48,784 | $149,040-67.3% | $120,225-59.4% | $137,256-64.5% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.82% | 605.68%-589.9pp | 439.23%-423.4pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,218 | $4,350-72.0% | $3,475-65.0% | $4,156-70.7% |
| Participant deferral / active EE | $3,403 | $4,655-26.9% | $3,999-14.9% | $6,407-46.9% |
| Admin fee / account holder | $85 | $6,348-98.7% | $5,696-98.5% | $12,270-99.3% |