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 3-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 | $35,048 | $210,648-83.4% | $177,989-80.3% | $145,922-76.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.73% | 385.86%-375.1pp | 294.48%-283.8pp | 561.29%-550.6pp |
| Employer contribution / active EE | $935 | $4,565-79.5% | $3,949-76.3% | $4,660-79.9% |
| Participant deferral / active EE | $20,377 | $6,958+192.9% | $6,276+224.7% | $6,688+204.7% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |