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 | $71,799 | $198,466-63.8% | $170,442-57.9% | $147,584-51.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.40% | 257.29%-241.9pp | 205.93%-190.5pp | 578.55%-563.2pp |
| Employer contribution / active EE | $11,970 | $6,184+93.6% | $5,433+120.3% | $4,876+145.5% |
| Participant deferral / active EE | $6,762 | $5,629+20.1% | $4,939+36.9% | $5,439+24.3% |
| Admin fee / account holder | $73 | $16,852-99.6% | $13,880-99.5% | $10,885-99.3% |