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 | $38,910 | $121,625-68.0% | $104,607-62.8% | $158,922-75.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 18.71% | 465.26%-446.6pp | 340.46%-321.8pp | 302.83%-284.1pp |
| Employer contribution / active EE | $7,304 | $3,163+130.9% | $2,681+172.5% | $4,761+53.4% |
| Participant deferral / active EE | $3,254 | $4,177-22.1% | $3,740-13.0% | $5,982-45.6% |
| Admin fee / account holder | $197 | $7,787-97.5% | $6,473-96.9% | $11,246-98.2% |