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 | $44,059 | $98,240-55.2% | $82,313-46.5% | $147,584-70.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.50% | 30.85%-14.4pp | 25.88%-9.4pp | 578.55%-562.0pp |
| Employer contribution / active EE | $5,004 | $3,192+56.8% | $2,428+106.1% | $4,876+2.6% |
| Participant deferral / active EE | $12,660 | $4,383+188.8% | $3,706+241.6% | $5,439+132.8% |
| Admin fee / account holder | $244 | $8,563-97.1% | $5,608-95.6% | $10,885-97.8% |