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 | $51,034 | $95,971-46.8% | $74,550-31.5% | $135,375-62.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 3.47% | 56.96%-53.5pp | 32.53%-29.1pp | 519.73%-516.3pp |
| Employer contribution / active EE | $3,405 | $2,716+25.4% | $1,961+73.6% | $4,779-28.7% |
| Participant deferral / active EE | $3,783 | $3,843-1.6% | $3,108+21.7% | $5,609-32.5% |
| Admin fee / account holder | $152 | $6,522-97.7% | $5,060-97.0% | $10,827-98.6% |