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 6-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 | $52,479 | $107,452-51.2% | $91,541-42.7% | $142,382-63.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.96% | 22.06%-3.1pp | 20.50%-1.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,812 | $2,994-39.5% | $2,505-27.7% | $4,299-57.9% |
| Participant deferral / active EE | $3,832 | $4,754-19.4% | $4,008-4.4% | $6,507-41.1% |
| Admin fee / account holder | $111 | $8,834-98.7% | $6,956-98.4% | $12,624-99.1% |