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 | $48,342 | $127,777-62.2% | $106,548-54.6% | $167,490-71.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 12.85% | 33.87%-21.0pp | 26.80%-13.9pp | 478.56%-465.7pp |
| Employer contribution / active EE | $2,169 | $3,427-36.7% | $2,819-23.0% | $4,837-55.2% |
| Participant deferral / active EE | $3,091 | $5,087-39.2% | $4,398-29.7% | $6,341-51.3% |
| Admin fee / account holder | $27 | $11,228-99.8% | $7,407-99.6% | $12,309-99.8% |