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 | $38,774 | $97,757-60.3% | $83,848-53.8% | $135,375-71.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 6.36% | 1287.37%-1281.0pp | 850.88%-844.5pp | 519.73%-513.4pp |
| Employer contribution / active EE | $3,256 | $4,222-22.9% | $3,631-10.3% | $4,779-31.9% |
| Participant deferral / active EE | $1,326 | $4,682-71.7% | $4,082-67.5% | $5,609-76.4% |
| Admin fee / account holder | $175 | $6,674-97.4% | $5,478-96.8% | $10,827-98.4% |