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 | $52,494 | $149,734-64.9% | $118,925-55.9% | $158,922-67.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 17.66% | 19.95%-2.3pp | 35.88%-18.2pp | 302.83%-285.2pp |
| Employer contribution / active EE | $2,453 | $4,115-40.4% | $3,263-24.8% | $4,761-48.5% |
| Participant deferral / active EE | $4,138 | $5,223-20.8% | $4,265-3.0% | $5,982-30.8% |
| Admin fee / account holder | $53 | $8,603-99.4% | $6,581-99.2% | $11,246-99.5% |