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 | $47,730 | $209,411-77.2% | $178,490-73.3% | $158,922-70.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.14% | 188.75%-169.6pp | 151.07%-131.9pp | 302.83%-283.7pp |
| Employer contribution / active EE | $3,425 | $5,706-40.0% | $5,011-31.6% | $4,761-28.1% |
| Participant deferral / active EE | $4,616 | $5,954-22.5% | $5,202-11.3% | $5,982-22.8% |
| Admin fee / account holder | $202 | $17,074-98.8% | $13,984-98.6% | $11,246-98.2% |