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 | $47,936 | $102,966-53.4% | $90,281-46.9% | $152,861-68.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 16.00% | 95.16%-79.2pp | 78.10%-62.1pp | 345.32%-329.3pp |
| Employer contribution / active EE | $1,010 | $3,139-67.8% | $2,854-64.6% | $4,762-78.8% |
| Participant deferral / active EE | $5,025 | $4,281+17.4% | $3,885+29.3% | $5,850-14.1% |
| Admin fee / account holder | $124 | $6,171-98.0% | $5,351-97.7% | $11,596-98.9% |