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 | $78,211 | $197,825-60.5% | $155,790-49.8% | $125,391-37.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 1.69% | 86.74%-85.1pp | 71.54%-69.9pp | 282.22%-280.5pp |
| Employer contribution / active EE | $5,897 | $4,847+21.7% | $3,836+53.7% | $4,866+21.2% |
| Participant deferral / active EE | $0 | $5,630-100.0% | $4,797-100.0% | $5,352-100.0% |
| Admin fee / account holder | $222 | $9,545-97.7% | $7,478-97.0% | $9,540-97.7% |