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 | $38,211 | $183,963-79.2% | $162,163-76.4% | $152,861-75.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 27.15% | 150.76%-123.6pp | 115.59%-88.4pp | 345.32%-318.2pp |
| Employer contribution / active EE | $3,333 | $6,371-47.7% | $5,614-40.6% | $4,762-30.0% |
| Participant deferral / active EE | $4,813 | $8,034-40.1% | $7,298-34.1% | $5,850-17.7% |
| Admin fee / account holder | $235 | $13,121-98.2% | $10,843-97.8% | $11,596-98.0% |