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 | $30,854 | $167,307-81.6% | $143,757-78.5% | $134,475-77.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 29.11% | 0.46%+28.6pp | -0.04%+29.1pp | 417.96%-388.9pp |
| Employer contribution / active EE | $3,319 | $5,619-40.9% | $4,951-33.0% | $4,740-30.0% |
| Participant deferral / active EE | $2,426 | $6,446-62.4% | $5,637-57.0% | $6,400-62.1% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |