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 | $51,770 | $118,450-56.3% | $98,439-47.4% | $139,434-62.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 15.10% | 18.94%-3.8pp | 21.16%-6.1pp | 372.94%-357.8pp |
| Employer contribution / active EE | $2,644 | $3,609-26.7% | $3,048-13.3% | $4,751-44.3% |
| Participant deferral / active EE | $4,637 | $5,392-14.0% | $4,738-2.1% | $6,710-30.9% |
| Admin fee / account holder | $20 | $14,026-99.9% | $8,948-99.8% | $11,403-99.8% |