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 | $49,070 | $180,449-72.8% | $154,107-68.2% | $135,375-63.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 2.20% | 888.09%-885.9pp | 735.12%-732.9pp | 519.73%-517.5pp |
| Employer contribution / active EE | $6,280 | $6,035+4.1% | $5,298+18.6% | $4,779+31.4% |
| Participant deferral / active EE | $4,373 | $5,806-24.7% | $5,081-13.9% | $5,609-22.0% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |