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 | $45,014 | $73,515-38.8% | $62,995-28.5% | $147,584-69.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.32% | 175.43%-161.1pp | 87.57%-73.2pp | 578.55%-564.2pp |
| Employer contribution / active EE | $3,892 | $3,320+17.2% | $2,759+41.1% | $4,876-20.2% |
| Participant deferral / active EE | $2,354 | $4,185-43.8% | $3,329-29.3% | $5,439-56.7% |
| Admin fee / account holder | $254 | $5,953-95.7% | $3,600-92.9% | $10,885-97.7% |