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 | $49,091 | $105,998-53.7% | $92,233-46.8% | $147,584-66.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.05% | 50.05%-38.0pp | 176.28%-164.2pp | 578.55%-566.5pp |
| Employer contribution / active EE | $4,740 | $4,333+9.4% | $3,679+28.8% | $4,876-2.8% |
| Participant deferral / active EE | $20,200 | $4,478+351.1% | $3,897+418.4% | $5,439+271.4% |
| Admin fee / account holder | $262 | $6,332-95.9% | $5,194-95.0% | $10,885-97.6% |