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 | $30,717 | $209,411-85.3% | $178,490-82.8% | $158,922-80.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.32% | 188.75%-175.4pp | 151.07%-137.7pp | 302.83%-289.5pp |
| Employer contribution / active EE | $2,955 | $5,706-48.2% | $5,011-41.0% | $4,761-37.9% |
| Participant deferral / active EE | $7,380 | $5,954+23.9% | $5,202+41.9% | $5,982+23.4% |
| Admin fee / account holder | $125 | $17,074-99.3% | $13,984-99.1% | $11,246-98.9% |