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 | $49,888 | $126,574-60.6% | $106,213-53.0% | $145,922-65.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.95% | 224.79%-213.8pp | 116.14%-105.2pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,493 | $3,730-33.2% | $3,171-21.4% | $4,660-46.5% |
| Participant deferral / active EE | $3,356 | $5,724-41.4% | $5,016-33.1% | $6,688-49.8% |
| Admin fee / account holder | $3 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |