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 | $29,547 | $210,648-86.0% | $177,989-83.4% | $145,922-79.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.45% | 385.86%-372.4pp | 294.48%-281.0pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,570 | $4,565-65.6% | $3,949-60.2% | $4,660-66.3% |
| Participant deferral / active EE | $3,307 | $6,958-52.5% | $6,276-47.3% | $6,688-50.6% |
| Admin fee / account holder | $109 | $12,013-99.1% | $10,363-98.9% | $13,397-99.2% |