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 | $37,145 | $99,921-62.8% | $85,009-56.3% | $145,959-74.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.84% | 83.89%-71.0pp | 66.47%-53.6pp | 561.95%-549.1pp |
| Employer contribution / active EE | $3,484 | $3,233+7.8% | $2,728+27.7% | $4,661-25.2% |
| Participant deferral / active EE | $5,095 | $5,293-3.7% | $4,522+12.7% | $6,689-23.8% |
| Admin fee / account holder | $247 | $7,252-96.6% | $6,153-96.0% | $13,398-98.2% |