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 | $39,157 | $99,652-60.7% | $78,778-50.3% | $147,584-73.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 11.34% | 47.28%-35.9pp | 35.62%-24.3pp | 578.55%-567.2pp |
| Employer contribution / active EE | $994 | $2,796-64.5% | $1,986-50.0% | $4,876-79.6% |
| Participant deferral / active EE | $3,816 | $3,664+4.1% | $2,958+29.0% | $5,439-29.8% |
| Admin fee / account holder | $282 | $7,155-96.1% | $5,134-94.5% | $10,885-97.4% |