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 | $26,067 | $232,540-88.8% | $185,117-85.9% | $147,584-82.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 33.82% | 43.03%-9.2pp | 40.50%-6.7pp | 578.55%-544.7pp |
| Employer contribution / active EE | $3,095 | $5,195-40.4% | $4,182-26.0% | $4,876-36.5% |
| Participant deferral / active EE | $11,146 | $5,834+91.1% | $5,045+120.9% | $5,439+104.9% |
| Admin fee / account holder | $152 | $10,275-98.5% | $8,159-98.1% | $10,885-98.6% |