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 | $45,305 | $209,411-78.4% | $178,490-74.6% | $158,922-71.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.42% | 188.75%-166.3pp | 151.07%-128.6pp | 302.83%-280.4pp |
| Employer contribution / active EE | $7,548 | $5,706+32.3% | $5,011+50.6% | $4,761+58.5% |
| Participant deferral / active EE | $4,265 | $5,954-28.4% | $5,202-18.0% | $5,982-28.7% |
| Admin fee / account holder | $10 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |