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 | $29,195 | $150,187-80.6% | $120,354-75.7% | $145,922-80.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.10% | 154.07%-141.0pp | 107.15%-94.1pp | 561.29%-548.2pp |
| Employer contribution / active EE | $4,244 | $4,348-2.4% | $3,463+22.6% | $4,660-8.9% |
| Participant deferral / active EE | $6,411 | $6,173+3.9% | $4,991+28.4% | $6,688-4.1% |
| Admin fee / account holder | $207 | $12,207-98.3% | $9,423-97.8% | $13,397-98.5% |