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 | $53,912 | $180,449-70.1% | $154,107-65.0% | $135,375-60.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.52% | 888.09%-886.6pp | 735.12%-733.6pp | 519.73%-518.2pp |
| Employer contribution / active EE | $10,858 | $6,035+79.9% | $5,298+105.0% | $4,779+127.2% |
| Participant deferral / active EE | $3,784 | $5,806-34.8% | $5,081-25.5% | $5,609-32.5% |
| Admin fee / account holder | $119 | $16,143-99.3% | $13,411-99.1% | $10,827-98.9% |