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 | $47,059 | $152,587-69.2% | $125,175-62.4% | $152,861-69.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.53% | 54.84%-34.3pp | 43.79%-23.3pp | 345.32%-324.8pp |
| Employer contribution / active EE | $2,614 | $4,946-47.2% | $3,865-32.4% | $4,762-45.1% |
| Participant deferral / active EE | $7,388 | $5,868+25.9% | $4,937+49.7% | $5,850+26.3% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |