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 | $35,506 | $78,672-54.9% | $109,143-67.5% | $85,850-58.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 15.45% | 25.09%-9.6pp | 25.75%-10.3pp | 318.53%-303.1pp |
| Employer contribution / active EE | $2,400 | $2,735-12.2% | $3,722-35.5% | $2,565-6.4% |
| Participant deferral / active EE | $6,522 | $3,467+88.1% | $4,653+40.2% | $3,952+65.0% |
| Admin fee / account holder | $244 | $5,469-95.5% | $6,752-96.4% | $6,260-96.1% |