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 | $52,912 | $126,574-58.2% | $106,213-50.2% | $145,922-63.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.94% | 224.79%-212.8pp | 116.14%-104.2pp | 561.29%-549.3pp |
| Employer contribution / active EE | $5,268 | $3,730+41.2% | $3,171+66.1% | $4,660+13.0% |
| Participant deferral / active EE | $3,910 | $5,724-31.7% | $5,016-22.0% | $6,688-41.5% |
| Admin fee / account holder | $181 | $17,304-99.0% | $11,033-98.4% | $13,397-98.7% |