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 | $37,453 | $185,822-79.8% | $169,993-78.0% | $139,434-73.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.53% | 60.50%-47.0pp | 53.37%-39.8pp | 372.94%-359.4pp |
| Employer contribution / active EE | $2,487 | $7,590-67.2% | $6,785-63.3% | $4,751-47.7% |
| Participant deferral / active EE | $12,000 | $11,622+3.3% | $10,408+15.3% | $6,710+78.8% |
| Admin fee / account holder | $283 | $15,381-98.2% | $12,815-97.8% | $11,403-97.5% |