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 | $83,276 | $176,056-52.7% | $159,436-47.8% | $167,490-50.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.20% | 331.75%-313.5pp | 263.57%-245.4pp | 478.56%-460.4pp |
| Employer contribution / active EE | $1,391 | $5,297-73.7% | $4,829-71.2% | $4,837-71.3% |
| Participant deferral / active EE | $6,426 | $7,750-17.1% | $7,352-12.6% | $6,341+1.3% |
| Admin fee / account holder | $124 | $12,554-99.0% | $10,799-98.9% | $12,309-99.0% |