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 | $58,090 | $209,411-72.3% | $178,490-67.5% | $158,922-63.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.06% | 188.75%-175.7pp | 151.07%-138.0pp | 302.83%-289.8pp |
| Employer contribution / active EE | $1,850 | $5,706-67.6% | $5,011-63.1% | $4,761-61.1% |
| Participant deferral / active EE | $4,148 | $5,954-30.3% | $5,202-20.2% | $5,982-30.7% |
| Admin fee / account holder | $77 | $17,074-99.5% | $13,984-99.4% | $11,246-99.3% |