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 | $105,049 | $209,411-49.8% | $178,490-41.1% | $158,922-33.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.26% | 188.75%-167.5pp | 151.07%-129.8pp | 302.83%-281.6pp |
| Employer contribution / active EE | $2,062 | $5,706-63.9% | $5,011-58.8% | $4,761-56.7% |
| Participant deferral / active EE | $5,846 | $5,954-1.8% | $5,202+12.4% | $5,982-2.3% |
| Admin fee / account holder | $45 | $17,074-99.7% | $13,984-99.7% | $11,246-99.6% |