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 | $34,495 | $209,411-83.5% | $178,490-80.7% | $158,922-78.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.23% | 188.75%-168.5pp | 151.07%-130.8pp | 302.83%-282.6pp |
| Employer contribution / active EE | $5,960 | $5,706+4.5% | $5,011+19.0% | $4,761+25.2% |
| Participant deferral / active EE | $10,500 | $5,954+76.3% | $5,202+101.9% | $5,982+75.5% |
| Admin fee / account holder | $135 | $17,074-99.2% | $13,984-99.0% | $11,246-98.8% |