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 | $44,621 | $95,416-53.2% | $185,823-76.0% | $85,850-48.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 41.92% | 23.59%+18.3pp | 122.05%-80.1pp | 318.53%-276.6pp |
| Employer contribution / active EE | $2,552 | $3,314-23.0% | $5,167-50.6% | $2,565-0.5% |
| Participant deferral / active EE | $5,805 | $3,423+69.6% | $5,568+4.3% | $3,952+46.9% |
| Admin fee / account holder | $249 | $7,213-96.5% | $16,237-98.5% | $6,260-96.0% |