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 | $39,667 | $226,064-82.5% | $182,532-78.3% | $152,861-74.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 18.44% | 192.51%-174.1pp | 148.54%-130.1pp | 345.32%-326.9pp |
| Employer contribution / active EE | $7,853 | $4,978+57.7% | $4,076+92.7% | $4,762+64.9% |
| Participant deferral / active EE | $8,121 | $6,368+27.5% | $5,524+47.0% | $5,850+38.8% |
| Admin fee / account holder | $208 | $10,703-98.1% | $8,592-97.6% | $11,596-98.2% |