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 | $38,846 | $165,335-76.5% | $149,696-74.0% | $158,922-75.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.09% | 348.15%-325.1pp | 276.60%-253.5pp | 302.83%-279.7pp |
| Employer contribution / active EE | $2,897 | $5,103-43.2% | $4,644-37.6% | $4,761-39.1% |
| Participant deferral / active EE | $2,897 | $7,181-59.7% | $6,842-57.7% | $5,982-51.6% |
| Admin fee / account holder | $248 | $10,807-97.7% | $9,309-97.3% | $11,246-97.8% |