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 | $43,524 | $106,515-59.1% | $96,683-55.0% | $139,434-68.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.95% | 38.43%-23.5pp | 35.69%-20.7pp | 372.94%-358.0pp |
| Employer contribution / active EE | $2,461 | $4,103-40.0% | $3,737-34.2% | $4,751-48.2% |
| Participant deferral / active EE | $1,971 | $5,454-63.9% | $4,878-59.6% | $6,710-70.6% |
| Admin fee / account holder | $200 | $7,877-97.5% | $6,730-97.0% | $11,403-98.2% |