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 9-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 | $48,720 | $117,841-58.7% | $102,423-52.4% | $145,922-66.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.75% | 31.65%-19.9pp | 29.32%-17.6pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,574 | $3,615-56.5% | $3,023-48.0% | $4,660-66.2% |
| Participant deferral / active EE | $5,006 | $5,731-12.7% | $5,053-0.9% | $6,688-25.2% |
| Admin fee / account holder | $221 | $13,326-98.3% | $9,451-97.7% | $13,397-98.4% |