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 | $41,582 | $209,411-80.1% | $178,490-76.7% | $158,922-73.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.21% | 188.75%-177.5pp | 151.07%-139.9pp | 302.83%-291.6pp |
| Employer contribution / active EE | $2,326 | $5,706-59.2% | $5,011-53.6% | $4,761-51.1% |
| Participant deferral / active EE | $4,330 | $5,954-27.3% | $5,202-16.8% | $5,982-27.6% |
| Admin fee / account holder | $55 | $17,074-99.7% | $13,984-99.6% | $11,246-99.5% |