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 | $31,413 | $108,919-71.2% | $100,391-68.7% | $145,922-78.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.45% | 57.88%-44.4pp | 49.20%-35.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,626 | $4,419-40.6% | $3,942-33.4% | $4,660-43.6% |
| Participant deferral / active EE | $3,026 | $8,445-64.2% | $8,082-62.6% | $6,688-54.8% |
| Admin fee / account holder | $218 | $9,689-97.8% | $7,899-97.2% | $13,397-98.4% |