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 | $51,551 | $84,233-38.8% | $170,442-69.8% | $70,131-26.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.00% | 23.06%-7.1pp | 205.93%-189.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,899 | $3,387-43.9% | $5,433-65.0% | $2,342-18.9% |
| Participant deferral / active EE | $3,438 | $3,086+11.4% | $4,939-30.4% | $3,332+3.2% |
| Admin fee / account holder | $129 | $5,698-97.7% | $13,880-99.1% | $4,645-97.2% |