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 7-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 | $41,346 | $111,814-63.0% | $103,374-60.0% | $145,959-71.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.42% | 24.77%-14.3pp | 24.89%-14.5pp | 561.95%-551.5pp |
| Employer contribution / active EE | $2,089 | $4,214-50.4% | $3,869-46.0% | $4,661-55.2% |
| Participant deferral / active EE | $3,233 | $5,618-42.5% | $5,058-36.1% | $6,689-51.7% |
| Admin fee / account holder | $238 | $9,754-97.6% | $8,394-97.2% | $13,398-98.2% |