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 | $28,780 | $178,174-83.8% | $156,181-81.6% | $137,256-79.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 20.34% | 84.19%-63.9pp | 64.87%-44.5pp | 220.34%-200.0pp |
| Employer contribution / active EE | $2,763 | $4,972-44.4% | $4,294-35.6% | $4,156-33.5% |
| Participant deferral / active EE | $3,297 | $6,888-52.1% | $6,132-46.2% | $6,407-48.5% |
| Admin fee / account holder | $20 | $17,404-99.9% | $14,586-99.9% | $12,270-99.8% |