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 | $49,966 | $197,591-74.7% | $177,821-71.9% | $158,922-68.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.44% | 58.76%-39.3pp | 48.32%-28.9pp | 302.83%-283.4pp |
| Employer contribution / active EE | $1,578 | $6,697-76.4% | $5,918-73.3% | $4,761-66.9% |
| Participant deferral / active EE | $3,156 | $8,405-62.5% | $7,714-59.1% | $5,982-47.3% |
| Admin fee / account holder | $34 | $15,399-99.8% | $12,427-99.7% | $11,246-99.7% |