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 | $36,815 | $192,717-80.9% | $142,449-74.2% | $139,434-73.6% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 25.34% | 17.99%+7.4pp | 19.99%+5.4pp | 372.94%-347.6pp |
| Employer contribution / active EE | $4,477 | $5,806-22.9% | $4,847-7.6% | $4,751-5.8% |
| Participant deferral / active EE | $5,164 | $7,208-28.4% | $6,283-17.8% | $6,710-23.0% |
| Admin fee / account holder | $298 | $15,124-98.0% | $10,011-97.0% | $11,403-97.4% |