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 | $36,935 | $180,449-79.5% | $154,107-76.0% | $135,375-72.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 5.79% | 888.09%-882.3pp | 735.12%-729.3pp | 519.73%-513.9pp |
| Employer contribution / active EE | $1,794 | $6,035-70.3% | $5,298-66.1% | $4,779-62.5% |
| Participant deferral / active EE | $4,471 | $5,806-23.0% | $5,081-12.0% | $5,609-20.3% |
| Admin fee / account holder | $49 | $16,143-99.7% | $13,411-99.6% | $10,827-99.6% |