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 | $74,548 | $198,466-62.4% | $170,442-56.3% | $147,584-49.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 23.68% | 257.29%-233.6pp | 205.93%-182.3pp | 578.55%-554.9pp |
| Employer contribution / active EE | $4,740 | $6,184-23.3% | $5,433-12.8% | $4,876-2.8% |
| Participant deferral / active EE | $7,361 | $5,629+30.8% | $4,939+49.0% | $5,439+35.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |