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 | $34,883 | $209,411-83.3% | $178,490-80.5% | $158,922-78.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.77% | 188.75%-173.0pp | 151.07%-135.3pp | 302.83%-287.1pp |
| Employer contribution / active EE | $2,395 | $5,706-58.0% | $5,011-52.2% | $4,761-49.7% |
| Participant deferral / active EE | $2,544 | $5,954-57.3% | $5,202-51.1% | $5,982-57.5% |
| Admin fee / account holder | $105 | $17,074-99.4% | $13,984-99.2% | $11,246-99.1% |