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 | $63,455 | $127,777-50.3% | $106,548-40.4% | $167,490-62.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 14.74% | 33.87%-19.1pp | 26.80%-12.1pp | 478.56%-463.8pp |
| Employer contribution / active EE | $2,770 | $3,427-19.2% | $2,819-1.7% | $4,837-42.7% |
| Participant deferral / active EE | $5,174 | $5,087+1.7% | $4,398+17.7% | $6,341-18.4% |
| Admin fee / account holder | $189 | $11,228-98.3% | $7,407-97.4% | $12,309-98.5% |