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 | $56,334 | $165,335-65.9% | $149,696-62.4% | $158,922-64.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 37.77% | 348.15%-310.4pp | 276.60%-238.8pp | 302.83%-265.1pp |
| Employer contribution / active EE | $2,107 | $5,103-58.7% | $4,644-54.6% | $4,761-55.8% |
| Participant deferral / active EE | $7,579 | $7,181+5.5% | $6,842+10.8% | $5,982+26.7% |
| Admin fee / account holder | $78 | $10,807-99.3% | $9,309-99.2% | $11,246-99.3% |