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 3-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 | $30,644 | $210,648-85.5% | $177,989-82.8% | $145,922-79.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.37% | 385.86%-375.5pp | 294.48%-284.1pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,717 | $4,565-62.4% | $3,949-56.5% | $4,660-63.2% |
| Participant deferral / active EE | $6,904 | $6,958-0.8% | $6,276+10.0% | $6,688+3.2% |
| Admin fee / account holder | $220 | $12,013-98.2% | $10,363-97.9% | $13,397-98.4% |