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 | $40,132 | $209,411-80.8% | $178,490-77.5% | $158,922-74.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.65% | 188.75%-169.1pp | 151.07%-131.4pp | 302.83%-283.2pp |
| Employer contribution / active EE | $4,572 | $5,706-19.9% | $5,011-8.8% | $4,761-4.0% |
| Participant deferral / active EE | $3,752 | $5,954-37.0% | $5,202-27.9% | $5,982-37.3% |
| Admin fee / account holder | $244 | $17,074-98.6% | $13,984-98.3% | $11,246-97.8% |