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 | $45,694 | $118,680-61.5% | $98,907-53.8% | $158,922-71.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 25.52% | 372.35%-346.8pp | 196.43%-170.9pp | 302.83%-277.3pp |
| Employer contribution / active EE | $2,019 | $3,333-39.4% | $2,689-24.9% | $4,761-57.6% |
| Participant deferral / active EE | $5,192 | $5,088+2.1% | $4,244+22.3% | $5,982-13.2% |
| Admin fee / account holder | $18 | $10,131-99.8% | $6,642-99.7% | $11,246-99.8% |