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 | $49,694 | $104,251-52.3% | $91,001-45.4% | $147,584-66.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 19.72% | 27.06%-7.3pp | 4.60%+15.1pp | 578.55%-558.8pp |
| Employer contribution / active EE | $2,418 | $3,116-22.4% | $2,456-1.5% | $4,876-50.4% |
| Participant deferral / active EE | $5,187 | $4,195+23.7% | $3,547+46.2% | $5,439-4.6% |
| Admin fee / account holder | $31 | $8,948-99.7% | $5,417-99.4% | $10,885-99.7% |