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 | $106,699 | $217,402-50.9% | $185,823-42.6% | $167,490-36.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.82% | 148.36%-132.5pp | 122.05%-106.2pp | 478.56%-462.7pp |
| Employer contribution / active EE | $2,849 | $5,873-51.5% | $5,167-44.9% | $4,837-41.1% |
| Participant deferral / active EE | $4,757 | $6,356-25.2% | $5,568-14.6% | $6,341-25.0% |
| Admin fee / account holder | $38 | $19,811-99.8% | $16,237-99.8% | $12,309-99.7% |