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 | $51,602 | $74,888-31.1% | $71,209-27.5% | $142,382-63.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.53% | 345.14%-330.6pp | 282.51%-268.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $3,314 | $2,854+16.1% | $2,721+21.8% | $4,299-22.9% |
| Participant deferral / active EE | $3,064 | $4,454-31.2% | $4,175-26.6% | $6,507-52.9% |
| Admin fee / account holder | $267 | $5,568-95.2% | $5,349-95.0% | $12,624-97.9% |