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 | $39,713 | $72,071-44.9% | $68,368-41.9% | $137,256-71.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 181.76% | 353.14%-171.4pp | 292.57%-110.8pp | 220.34%-38.6pp |
| Employer contribution / active EE | $2,128 | $2,788-23.7% | $2,649-19.7% | $4,156-48.8% |
| Participant deferral / active EE | $3,293 | $4,410-25.3% | $4,123-20.1% | $6,407-48.6% |
| Admin fee / account holder | $136 | $5,336-97.4% | $5,150-97.4% | $12,270-98.9% |