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 | $79,524 | $198,466-59.9% | $170,442-53.3% | $147,584-46.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.32% | 257.29%-247.0pp | 205.93%-195.6pp | 578.55%-568.2pp |
| Employer contribution / active EE | $4,901 | $6,184-20.7% | $5,433-9.8% | $4,876+0.5% |
| Participant deferral / active EE | $3,647 | $5,629-35.2% | $4,939-26.2% | $5,439-32.9% |
| Admin fee / account holder | $300 | $16,852-98.2% | $13,880-97.8% | $10,885-97.2% |