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 | $52,136 | $115,770-55.0% | $101,248-48.5% | $158,922-67.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.27% | 56.14%-39.9pp | 46.47%-30.2pp | 302.83%-286.6pp |
| Employer contribution / active EE | $8,794 | $4,175+110.6% | $3,660+140.3% | $4,761+84.7% |
| Participant deferral / active EE | $5,689 | $4,957+14.8% | $4,370+30.2% | $5,982-4.9% |
| Admin fee / account holder | $188 | $7,245-97.4% | $5,945-96.8% | $11,246-98.3% |