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 | $46,729 | $101,069-53.8% | $81,478-42.6% | $147,584-68.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 18.02% | 32.40%-14.4pp | 38.78%-20.8pp | 578.55%-560.5pp |
| Employer contribution / active EE | $1,819 | $3,205-43.3% | $2,568-29.2% | $4,876-62.7% |
| Participant deferral / active EE | $6,590 | $4,242+55.4% | $3,537+86.3% | $5,439+21.2% |
| Admin fee / account holder | $260 | $5,812-95.5% | $4,561-94.3% | $10,885-97.6% |