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 | $38,652 | $98,750-60.9% | $149,696-74.2% | $79,858-51.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.23% | 27.43%-11.2pp | 276.60%-260.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $2,840 | $3,216-11.7% | $4,644-38.8% | $2,471+15.0% |
| Participant deferral / active EE | $4,072 | $5,680-28.3% | $6,842-40.5% | $3,740+8.9% |
| Admin fee / account holder | $99 | $6,053-98.4% | $9,309-98.9% | $5,306-98.1% |