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 4-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 | $37,780 | $198,466-81.0% | $170,442-77.8% | $147,584-74.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.45% | 257.29%-241.8pp | 205.93%-190.5pp | 578.55%-563.1pp |
| Employer contribution / active EE | $5,686 | $6,184-8.0% | $5,433+4.7% | $4,876+16.6% |
| Participant deferral / active EE | $9,996 | $5,629+77.6% | $4,939+102.4% | $5,439+83.8% |
| Admin fee / account holder | $231 | $16,852-98.6% | $13,880-98.3% | $10,885-97.9% |