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 | $35,772 | $228,332-84.3% | $185,823-80.7% | $158,922-77.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.46% | 40.80%-22.3pp | 35.95%-17.5pp | 302.83%-284.4pp |
| Employer contribution / active EE | $2,910 | $4,967-41.4% | $4,087-28.8% | $4,761-38.9% |
| Participant deferral / active EE | $4,939 | $6,415-23.0% | $5,632-12.3% | $5,982-17.4% |
| Admin fee / account holder | $43 | $11,864-99.6% | $9,500-99.5% | $11,246-99.6% |