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 | $47,881 | $112,096-57.3% | $95,952-50.1% | $158,922-69.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 29.78% | 171.09%-141.3pp | 91.61%-61.8pp | 302.83%-273.1pp |
| Employer contribution / active EE | $4,683 | $3,198+46.4% | $2,541+84.3% | $4,761-1.6% |
| Participant deferral / active EE | $11,901 | $4,784+148.8% | $4,167+185.6% | $5,982+98.9% |
| Admin fee / account holder | $20 | $10,130-99.8% | $6,795-99.7% | $11,246-99.8% |