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 | $49,422 | $102,966-52.0% | $90,281-45.3% | $152,861-67.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 24.91% | 95.16%-70.3pp | 78.10%-53.2pp | 345.32%-320.4pp |
| Employer contribution / active EE | $3,408 | $3,139+8.6% | $2,854+19.4% | $4,762-28.4% |
| Participant deferral / active EE | $6,054 | $4,281+41.4% | $3,885+55.8% | $5,850+3.5% |
| Admin fee / account holder | $231 | $6,171-96.3% | $5,351-95.7% | $11,596-98.0% |