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 | $46,987 | $109,327-57.0% | $89,391-47.4% | $158,922-70.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 14.19% | 345.68%-331.5pp | 245.62%-231.4pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,081 | $3,170-65.9% | $2,586-58.2% | $4,761-77.3% |
| Participant deferral / active EE | $3,404 | $4,598-26.0% | $3,890-12.5% | $5,982-43.1% |
| Admin fee / account holder | $276 | $6,153-95.5% | $4,881-94.3% | $11,246-97.5% |