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 | $36,113 | $167,307-78.4% | $143,757-74.9% | $134,475-73.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 20.11% | 0.46%+19.6pp | -0.04%+20.1pp | 417.96%-397.9pp |
| Employer contribution / active EE | $2,339 | $5,619-58.4% | $4,951-52.8% | $4,740-50.6% |
| Participant deferral / active EE | $7,568 | $6,446+17.4% | $5,637+34.3% | $6,400+18.3% |
| Admin fee / account holder | $198 | $18,088-98.9% | $14,673-98.6% | $11,426-98.3% |