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 | $55,141 | $73,515-25.0% | $62,995-12.5% | $147,584-62.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 17.50% | 175.43%-157.9pp | 87.57%-70.1pp | 578.55%-561.1pp |
| Employer contribution / active EE | $5,986 | $3,320+80.3% | $2,759+117.0% | $4,876+22.8% |
| Participant deferral / active EE | $2,365 | $4,185-43.5% | $3,329-29.0% | $5,439-56.5% |
| Admin fee / account holder | $203 | $5,953-96.6% | $3,600-94.4% | $10,885-98.1% |