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 | $52,834 | $109,327-51.7% | $89,391-40.9% | $158,922-66.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 29.45% | 345.68%-316.2pp | 245.62%-216.2pp | 302.83%-273.4pp |
| Employer contribution / active EE | $3,352 | $3,170+5.7% | $2,586+29.6% | $4,761-29.6% |
| Participant deferral / active EE | $3,436 | $4,598-25.3% | $3,890-11.7% | $5,982-42.6% |
| Admin fee / account holder | $100 | $6,153-98.4% | $4,881-98.0% | $11,246-99.1% |