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 | $38,987 | $177,572-78.0% | $154,803-74.8% | $142,382-72.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.83% | 65.07%-49.2pp | 58.88%-43.1pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,003 | $4,810-58.4% | $4,305-53.5% | $4,299-53.4% |
| Participant deferral / active EE | $2,939 | $6,272-53.1% | $5,540-47.0% | $6,507-54.8% |
| Admin fee / account holder | $154 | $16,786-99.1% | $14,329-98.9% | $12,624-98.8% |