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 | $39,260 | $198,466-80.2% | $170,442-77.0% | $147,584-73.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.32% | 257.29%-238.0pp | 205.93%-186.6pp | 578.55%-559.2pp |
| Employer contribution / active EE | $3,330 | $6,184-46.1% | $5,433-38.7% | $4,876-31.7% |
| Participant deferral / active EE | $10,324 | $5,629+83.4% | $4,939+109.0% | $5,439+89.8% |
| Admin fee / account holder | $53 | $16,852-99.7% | $13,880-99.6% | $10,885-99.5% |