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 | $44,547 | $152,509-70.8% | $117,472-62.1% | $134,475-66.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -14.70% | 52.99%-67.7pp | 29.74%-44.4pp | 417.96%-432.7pp |
| Employer contribution / active EE | $12,036 | $5,571+116.1% | $4,176+188.2% | $4,740+153.9% |
| Participant deferral / active EE | $2,697 | $4,818-44.0% | $4,070-33.7% | $6,400-57.9% |
| Admin fee / account holder | $169 | $7,004-97.6% | $5,645-97.0% | $11,426-98.5% |