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 | $114,730 | $197,591-41.9% | $177,821-35.5% | $158,922-27.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 30.91% | 58.76%-27.8pp | 48.32%-17.4pp | 302.83%-271.9pp |
| Employer contribution / active EE | $16,407 | $6,697+145.0% | $5,918+177.2% | $4,761+244.6% |
| Participant deferral / active EE | $14,259 | $8,405+69.6% | $7,714+84.8% | $5,982+138.4% |
| Admin fee / account holder | $54 | $15,399-99.7% | $12,427-99.6% | $11,246-99.5% |