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 | $49,541 | $89,355-44.6% | $141,162-64.9% | $72,985-32.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.97% | 111.85%-88.9pp | 71.39%-48.4pp | 81.00%-58.0pp |
| Employer contribution / active EE | $2,151 | $3,114-30.9% | $4,735-54.6% | $2,440-11.8% |
| Participant deferral / active EE | $5,087 | $5,418-6.1% | $6,709-24.2% | $3,607+41.0% |
| Admin fee / account holder | $205 | $5,958-96.6% | $10,261-98.0% | $5,124-96.0% |