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 9-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 | $31,017 | $209,411-85.2% | $178,490-82.6% | $158,922-80.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.29% | 188.75%-166.5pp | 151.07%-128.8pp | 302.83%-280.5pp |
| Employer contribution / active EE | $2,787 | $5,706-51.2% | $5,011-44.4% | $4,761-41.5% |
| Participant deferral / active EE | $3,033 | $5,954-49.1% | $5,202-41.7% | $5,982-49.3% |
| Admin fee / account holder | $34 | $17,074-99.8% | $13,984-99.8% | $11,246-99.7% |