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 | $46,776 | $96,635-51.6% | $86,612-46.0% | $139,434-66.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.17% | 106.41%-87.2pp | 591.07%-571.9pp | 372.94%-353.8pp |
| Employer contribution / active EE | $2,117 | $3,263-35.1% | $3,022-30.0% | $4,751-55.4% |
| Participant deferral / active EE | $3,729 | $4,836-22.9% | $4,438-16.0% | $6,710-44.4% |
| Admin fee / account holder | $261 | $6,408-95.9% | $5,614-95.3% | $11,403-97.7% |