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 | $44,487 | $209,411-78.8% | $178,490-75.1% | $158,922-72.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 40.02% | 188.75%-148.7pp | 151.07%-111.0pp | 302.83%-262.8pp |
| Employer contribution / active EE | $2,215 | $5,706-61.2% | $5,011-55.8% | $4,761-53.5% |
| Participant deferral / active EE | $3,160 | $5,954-46.9% | $5,202-39.2% | $5,982-47.2% |
| Admin fee / account holder | $25 | $17,074-99.9% | $13,984-99.8% | $11,246-99.8% |