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 | $48,135 | $176,056-72.7% | $159,436-69.8% | $167,490-71.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.86% | 331.75%-318.9pp | 263.57%-250.7pp | 478.56%-465.7pp |
| Employer contribution / active EE | $4,082 | $5,297-22.9% | $4,829-15.5% | $4,837-15.6% |
| Participant deferral / active EE | $9,180 | $7,750+18.5% | $7,352+24.9% | $6,341+44.8% |
| Admin fee / account holder | $221 | $12,554-98.2% | $10,799-98.0% | $12,309-98.2% |