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 | $53,345 | $73,515-27.4% | $62,995-15.3% | $147,584-63.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.81% | 175.43%-158.6pp | 87.57%-70.8pp | 578.55%-561.7pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,096 | $4,185-26.0% | $3,329-7.0% | $5,439-43.1% |
| Admin fee / account holder | $138 | $5,953-97.7% | $3,600-96.2% | $10,885-98.7% |