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 | $45,225 | $107,334-57.9% | $92,893-51.3% | $152,861-70.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 27.08% | 145.58%-118.5pp | 109.41%-82.3pp | 345.32%-318.2pp |
| Employer contribution / active EE | $4,481 | $4,221+6.2% | $3,653+22.7% | $4,762-5.9% |
| Participant deferral / active EE | $2,634 | $4,845-45.6% | $4,236-37.8% | $5,850-55.0% |
| Admin fee / account holder | $5 | $7,079-99.9% | $5,794-99.9% | $11,596-100.0% |