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 | $57,125 | $217,402-73.7% | $185,823-69.3% | $167,490-65.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.04% | 148.36%-132.3pp | 122.05%-106.0pp | 478.56%-462.5pp |
| Employer contribution / active EE | $1,518 | $5,873-74.2% | $5,167-70.6% | $4,837-68.6% |
| Participant deferral / active EE | $11,616 | $6,356+82.7% | $5,568+108.6% | $6,341+83.2% |
| Admin fee / account holder | $264 | $19,811-98.7% | $16,237-98.4% | $12,309-97.9% |