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 | $37,225 | $106,584-65.1% | $101,326-63.3% | $142,382-73.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 14.96% | 36.93%-22.0pp | 36.82%-21.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,615 | $3,956-33.9% | $3,665-28.7% | $4,299-39.2% |
| Participant deferral / active EE | $2,334 | $8,297-71.9% | $7,994-70.8% | $6,507-64.1% |
| Admin fee / account holder | $239 | $11,446-97.9% | $11,185-97.9% | $12,624-98.1% |