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 | $41,969 | $183,963-77.2% | $162,163-74.1% | $152,861-72.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.65% | 150.76%-125.1pp | 115.59%-89.9pp | 345.32%-319.7pp |
| Employer contribution / active EE | $3,279 | $6,371-48.5% | $5,614-41.6% | $4,762-31.1% |
| Participant deferral / active EE | $9,793 | $8,034+21.9% | $7,298+34.2% | $5,850+67.4% |
| Admin fee / account holder | $75 | $13,121-99.4% | $10,843-99.3% | $11,596-99.4% |