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 | $114,656 | $198,466-42.2% | $170,442-32.7% | $147,584-22.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.63% | 257.29%-235.7pp | 205.93%-184.3pp | 578.55%-556.9pp |
| Employer contribution / active EE | $2,333 | $6,184-62.3% | $5,433-57.1% | $4,876-52.2% |
| Participant deferral / active EE | $7,045 | $5,629+25.2% | $4,939+42.6% | $5,439+29.5% |
| Admin fee / account holder | $10 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |