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 | $43,707 | $74,888-41.6% | $71,209-38.6% | $142,382-69.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.37% | 345.14%-326.8pp | 282.51%-264.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $5,298 | $2,854+85.6% | $2,721+94.7% | $4,299+23.2% |
| Participant deferral / active EE | $6,382 | $4,454+43.3% | $4,175+52.9% | $6,507-1.9% |
| Admin fee / account holder | $198 | $5,568-96.4% | $5,349-96.3% | $12,624-98.4% |