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 | $68,540 | $176,056-61.1% | $159,436-57.0% | $167,490-59.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.87% | 331.75%-317.9pp | 263.57%-249.7pp | 478.56%-464.7pp |
| Employer contribution / active EE | $3,316 | $5,297-37.4% | $4,829-31.3% | $4,837-31.4% |
| Participant deferral / active EE | $5,117 | $7,750-34.0% | $7,352-30.4% | $6,341-19.3% |
| Admin fee / account holder | $237 | $12,554-98.1% | $10,799-97.8% | $12,309-98.1% |