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 | $49,422 | $101,069-51.1% | $81,478-39.3% | $147,584-66.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 17.03% | 32.40%-15.4pp | 38.78%-21.7pp | 578.55%-561.5pp |
| Employer contribution / active EE | $12,745 | $3,205+297.6% | $2,568+396.4% | $4,876+161.4% |
| Participant deferral / active EE | $3,094 | $4,242-27.1% | $3,537-12.5% | $5,439-43.1% |
| Admin fee / account holder | $43 | $5,812-99.3% | $4,561-99.1% | $10,885-99.6% |