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 | $37,883 | $96,484-60.7% | $75,886-50.1% | $152,861-75.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 36.77% | 33.98%+2.8pp | 30.76%+6.0pp | 345.32%-308.6pp |
| Employer contribution / active EE | $2,601 | $3,309-21.4% | $2,500+4.0% | $4,762-45.4% |
| Participant deferral / active EE | $2,897 | $4,553-36.4% | $3,603-19.6% | $5,850-50.5% |
| Admin fee / account holder | $291 | $8,078-96.4% | $5,418-94.6% | $11,596-97.5% |