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 | $63,504 | $201,272-68.4% | $184,203-65.5% | $145,922-56.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.66% | 29.00%-14.3pp | 28.81%-14.2pp | 561.29%-546.6pp |
| Employer contribution / active EE | $10,723 | $7,022+52.7% | $6,427+66.8% | $4,660+130.1% |
| Participant deferral / active EE | $4,370 | $9,806-55.4% | $9,131-52.1% | $6,688-34.7% |
| Admin fee / account holder | $69 | $16,364-99.6% | $13,901-99.5% | $13,397-99.5% |