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 | $33,631 | $106,515-68.4% | $96,683-65.2% | $139,434-75.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.65% | 38.43%-16.8pp | 35.69%-14.0pp | 372.94%-351.3pp |
| Employer contribution / active EE | $2,828 | $4,103-31.1% | $3,737-24.3% | $4,751-40.5% |
| Participant deferral / active EE | $4,385 | $5,454-19.6% | $4,878-10.1% | $6,710-34.6% |
| Admin fee / account holder | $297 | $7,877-96.2% | $6,730-95.6% | $11,403-97.4% |