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 | $103,691 | $198,466-47.8% | $170,442-39.2% | $147,584-29.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.15% | 257.29%-241.1pp | 205.93%-189.8pp | 578.55%-562.4pp |
| Employer contribution / active EE | $4,833 | $6,184-21.8% | $5,433-11.0% | $4,876-0.9% |
| Participant deferral / active EE | $10,022 | $5,629+78.0% | $4,939+102.9% | $5,439+84.3% |
| Admin fee / account holder | $134 | $16,852-99.2% | $13,880-99.0% | $10,885-98.8% |