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 | $33,584 | $177,572-81.1% | $154,803-78.3% | $142,382-76.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.78% | 65.07%-47.3pp | 58.88%-41.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,720 | $4,810-64.2% | $4,305-60.1% | $4,299-60.0% |
| Participant deferral / active EE | $3,827 | $6,272-39.0% | $5,540-30.9% | $6,507-41.2% |
| Admin fee / account holder | $211 | $16,786-98.7% | $14,329-98.5% | $12,624-98.3% |