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 | $46,459 | $232,540-80.0% | $185,117-74.9% | $147,584-68.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 15.21% | 43.03%-27.8pp | 40.50%-25.3pp | 578.55%-563.3pp |
| Employer contribution / active EE | $673 | $5,195-87.0% | $4,182-83.9% | $4,876-86.2% |
| Participant deferral / active EE | $2,693 | $5,834-53.8% | $5,045-46.6% | $5,439-50.5% |
| Admin fee / account holder | $81 | $10,275-99.2% | $8,159-99.0% | $10,885-99.3% |