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 | $59,181 | $118,849-50.2% | $96,562-38.7% | $167,490-64.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 16.58% | 50.49%-33.9pp | 37.78%-21.2pp | 478.56%-462.0pp |
| Employer contribution / active EE | $5,701 | $3,120+82.8% | $2,356+141.9% | $4,837+17.9% |
| Participant deferral / active EE | $3,804 | $4,616-17.6% | $3,849-1.2% | $6,341-40.0% |
| Admin fee / account holder | $24 | $8,065-99.7% | $6,181-99.6% | $12,309-99.8% |