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 | $36,553 | $165,335-77.9% | $149,696-75.6% | $158,922-77.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.08% | 348.15%-337.1pp | 276.60%-265.5pp | 302.83%-291.7pp |
| Employer contribution / active EE | $5,977 | $5,103+17.1% | $4,644+28.7% | $4,761+25.5% |
| Participant deferral / active EE | $3,973 | $7,181-44.7% | $6,842-41.9% | $5,982-33.6% |
| Admin fee / account holder | $261 | $10,807-97.6% | $9,309-97.2% | $11,246-97.7% |