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 | $43,442 | $104,907-58.6% | $84,611-48.7% | $152,861-71.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 22.99% | 373.79%-350.8pp | 258.74%-235.8pp | 345.32%-322.3pp |
| Employer contribution / active EE | $664 | $3,302-79.9% | $2,652-75.0% | $4,762-86.1% |
| Participant deferral / active EE | $4,750 | $4,688+1.3% | $3,899+21.8% | $5,850-18.8% |
| Admin fee / account holder | $231 | $6,241-96.3% | $4,912-95.3% | $11,596-98.0% |