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 | $35,320 | $226,064-84.4% | $182,532-80.7% | $152,861-76.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 19.98% | 192.51%-172.5pp | 148.54%-128.6pp | 345.32%-325.3pp |
| Employer contribution / active EE | $2,128 | $4,978-57.3% | $4,076-47.8% | $4,762-55.3% |
| Participant deferral / active EE | $2,431 | $6,368-61.8% | $5,524-56.0% | $5,850-58.4% |
| Admin fee / account holder | $210 | $10,703-98.0% | $8,592-97.6% | $11,596-98.2% |