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 | $49,075 | $105,998-53.7% | $92,233-46.8% | $147,584-66.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.88% | 50.05%-31.2pp | 176.28%-157.4pp | 578.55%-559.7pp |
| Employer contribution / active EE | $2,488 | $4,333-42.6% | $3,679-32.4% | $4,876-49.0% |
| Participant deferral / active EE | $3,835 | $4,478-14.4% | $3,897-1.6% | $5,439-29.5% |
| Admin fee / account holder | $100 | $6,332-98.4% | $5,194-98.1% | $10,885-99.1% |