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 | $53,240 | $112,096-52.5% | $95,952-44.5% | $158,922-66.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 20.51% | 171.09%-150.6pp | 91.61%-71.1pp | 302.83%-282.3pp |
| Employer contribution / active EE | $3,215 | $3,198+0.5% | $2,541+26.5% | $4,761-32.5% |
| Participant deferral / active EE | $5,511 | $4,784+15.2% | $4,167+32.3% | $5,982-7.9% |
| Admin fee / account holder | $15 | $10,130-99.9% | $6,795-99.8% | $11,246-99.9% |