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 | $34,206 | $168,632-79.7% | $147,614-76.8% | $125,391-72.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.49% | 77.65%-76.2pp | 61.98%-60.5pp | 282.22%-280.7pp |
| Employer contribution / active EE | $2,112 | $6,252-66.2% | $5,564-62.0% | $4,866-56.6% |
| Participant deferral / active EE | $3,485 | $5,507-36.7% | $4,895-28.8% | $5,352-34.9% |
| Admin fee / account holder | $151 | $13,580-98.9% | $11,611-98.7% | $9,540-98.4% |