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 | $35,028 | $81,632-57.1% | $70,449-50.3% | $158,922-78.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 14.60% | 208.40%-193.8pp | 109.03%-94.4pp | 302.83%-288.2pp |
| Employer contribution / active EE | $5,916 | $3,217+83.9% | $2,737+116.2% | $4,761+24.3% |
| Participant deferral / active EE | $2,725 | $4,554-40.2% | $3,709-26.5% | $5,982-54.4% |
| Admin fee / account holder | $183 | $6,193-97.0% | $3,845-95.2% | $11,246-98.4% |