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 | $47,613 | $227,553-79.1% | $189,557-74.9% | $167,490-71.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 25.27% | 78.40%-53.1pp | 64.17%-38.9pp | 478.56%-453.3pp |
| Employer contribution / active EE | $2,770 | $5,316-47.9% | $4,412-37.2% | $4,837-42.7% |
| Participant deferral / active EE | $3,321 | $7,002-52.6% | $6,174-46.2% | $6,341-47.6% |
| Admin fee / account holder | $203 | $11,878-98.3% | $9,807-97.9% | $12,309-98.4% |