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 | $42,276 | $177,572-76.2% | $154,803-72.7% | $142,382-70.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.70% | 65.07%-47.4pp | 58.88%-41.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,034 | $4,810-57.7% | $4,305-52.8% | $4,299-52.7% |
| Participant deferral / active EE | $2,893 | $6,272-53.9% | $5,540-47.8% | $6,507-55.5% |
| Admin fee / account holder | $150 | $16,786-99.1% | $14,329-99.0% | $12,624-98.8% |