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 | $46,392 | $73,515-36.9% | $62,995-26.4% | $147,584-68.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 22.61% | 175.43%-152.8pp | 87.57%-65.0pp | 578.55%-555.9pp |
| Employer contribution / active EE | $4,665 | $3,320+40.5% | $2,759+69.1% | $4,876-4.3% |
| Participant deferral / active EE | $11,057 | $4,185+164.2% | $3,329+232.1% | $5,439+103.3% |
| Admin fee / account holder | $9 | $5,953-99.8% | $3,600-99.7% | $10,885-99.9% |