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 | $31,823 | $159,602-80.1% | $150,045-78.8% | $142,382-77.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 51.71% | 70.24%-18.5pp | 62.55%-10.8pp | 217.08%-165.4pp |
| Employer contribution / active EE | $2,402 | $4,961-51.6% | $4,693-48.8% | $4,299-44.1% |
| Participant deferral / active EE | $7,948 | $8,310-4.4% | $7,997-0.6% | $6,507+22.1% |
| Admin fee / account holder | $221 | $14,846-98.5% | $13,435-98.4% | $12,624-98.2% |