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 | $49,986 | $102,966-51.5% | $90,281-44.6% | $152,861-67.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.54% | 95.16%-74.6pp | 78.10%-57.6pp | 345.32%-324.8pp |
| Employer contribution / active EE | $2,829 | $3,139-9.9% | $2,854-0.9% | $4,762-40.6% |
| Participant deferral / active EE | $5,656 | $4,281+32.1% | $3,885+45.6% | $5,850-3.3% |
| Admin fee / account holder | -$57 | $6,171-100.9% | $5,351-101.1% | $11,596-100.5% |