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 | $52,243 | $176,056-70.3% | $159,436-67.2% | $167,490-68.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.05% | 331.75%-315.7pp | 263.57%-247.5pp | 478.56%-462.5pp |
| Employer contribution / active EE | $3,194 | $5,297-39.7% | $4,829-33.9% | $4,837-34.0% |
| Participant deferral / active EE | $5,386 | $7,750-30.5% | $7,352-26.7% | $6,341-15.1% |
| Admin fee / account holder | $23 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |