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 | $35,581 | $176,056-79.8% | $159,436-77.7% | $167,490-78.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.71% | 331.75%-320.0pp | 263.57%-251.9pp | 478.56%-466.9pp |
| Employer contribution / active EE | $2,199 | $5,297-58.5% | $4,829-54.5% | $4,837-54.5% |
| Participant deferral / active EE | $3,711 | $7,750-52.1% | $7,352-49.5% | $6,341-41.5% |
| Admin fee / account holder | $138 | $12,554-98.9% | $10,799-98.7% | $12,309-98.9% |