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 | $36,638 | $198,466-81.5% | $170,442-78.5% | $147,584-75.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.62% | 257.29%-242.7pp | 205.93%-191.3pp | 578.55%-563.9pp |
| Employer contribution / active EE | $3,477 | $6,184-43.8% | $5,433-36.0% | $4,876-28.7% |
| Participant deferral / active EE | $3,161 | $5,629-43.9% | $4,939-36.0% | $5,439-41.9% |
| Admin fee / account holder | $171 | $16,852-99.0% | $13,880-98.8% | $10,885-98.4% |