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 | $37,999 | $157,256-75.8% | $141,162-73.1% | $152,861-75.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.54% | 64.32%-45.8pp | 71.39%-52.9pp | 345.32%-326.8pp |
| Employer contribution / active EE | $4,865 | $5,261-7.5% | $4,735+2.8% | $4,762+2.2% |
| Participant deferral / active EE | $3,559 | $7,109-49.9% | $6,709-47.0% | $5,850-39.2% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |