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 | $34,721 | $148,534-76.6% | $135,903-74.5% | $139,434-75.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.82% | 79.19%-65.4pp | 68.23%-54.4pp | 372.94%-359.1pp |
| Employer contribution / active EE | $4,147 | $5,243-20.9% | $4,856-14.6% | $4,751-12.7% |
| Participant deferral / active EE | $3,096 | $8,100-61.8% | $7,758-60.1% | $6,710-53.9% |
| Admin fee / account holder | $236 | $12,400-98.1% | $10,762-97.8% | $11,403-97.9% |