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 | $44,288 | $157,256-71.8% | $141,162-68.6% | $152,861-71.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.82% | 64.32%-42.5pp | 71.39%-49.6pp | 345.32%-323.5pp |
| Employer contribution / active EE | $2,454 | $5,261-53.3% | $4,735-48.2% | $4,762-48.5% |
| Participant deferral / active EE | $10,457 | $7,109+47.1% | $6,709+55.9% | $5,850+78.7% |
| Admin fee / account holder | $264 | $12,120-97.8% | $10,261-97.4% | $11,596-97.7% |