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 | $40,880 | $97,044-57.9% | $83,333-50.9% | $135,375-69.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 40.61% | 12.31%+28.3pp | 10.63%+30.0pp | 519.73%-479.1pp |
| Employer contribution / active EE | $3,367 | $4,143-18.7% | $3,379-0.4% | $4,779-29.5% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $191 | $8,380-97.7% | $7,510-97.5% | $10,827-98.2% |