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 | $42,687 | $73,515-41.9% | $62,995-32.2% | $147,584-71.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 18.65% | 175.43%-156.8pp | 87.57%-68.9pp | 578.55%-559.9pp |
| Employer contribution / active EE | $2,239 | $3,320-32.6% | $2,759-18.9% | $4,876-54.1% |
| Participant deferral / active EE | $5,229 | $4,185+25.0% | $3,329+57.1% | $5,439-3.9% |
| Admin fee / account holder | $143 | $5,953-97.6% | $3,600-96.0% | $10,885-98.7% |