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 | $38,513 | $198,466-80.6% | $170,442-77.4% | $147,584-73.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.38% | 257.29%-242.9pp | 205.93%-191.5pp | 578.55%-564.2pp |
| Employer contribution / active EE | $2,062 | $6,184-66.6% | $5,433-62.0% | $4,876-57.7% |
| Participant deferral / active EE | $3,329 | $5,629-40.9% | $4,939-32.6% | $5,439-38.8% |
| Admin fee / account holder | $97 | $16,852-99.4% | $13,880-99.3% | $10,885-99.1% |