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 | $38,928 | $179,726-78.3% | $156,263-75.1% | $142,382-72.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.82% | 77.86%-61.0pp | 59.47%-42.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,071 | $5,069-39.4% | $4,333-29.1% | $4,299-28.6% |
| Participant deferral / active EE | $6,274 | $6,956-9.8% | $6,158+1.9% | $6,507-3.6% |
| Admin fee / account holder | $177 | $17,272-99.0% | $14,255-98.8% | $12,624-98.6% |