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 | $68,348 | $217,402-68.6% | $185,823-63.2% | $167,490-59.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.86% | 148.36%-133.5pp | 122.05%-107.2pp | 478.56%-463.7pp |
| Employer contribution / active EE | $1,653 | $5,873-71.9% | $5,167-68.0% | $4,837-65.8% |
| Participant deferral / active EE | $4,683 | $6,356-26.3% | $5,568-15.9% | $6,341-26.2% |
| Admin fee / account holder | $220 | $19,811-98.9% | $16,237-98.6% | $12,309-98.2% |