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 | $51,306 | $226,064-77.3% | $182,532-71.9% | $152,861-66.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 30.14% | 192.51%-162.4pp | 148.54%-118.4pp | 345.32%-315.2pp |
| Employer contribution / active EE | $3,588 | $4,978-27.9% | $4,076-12.0% | $4,762-24.7% |
| Participant deferral / active EE | $7,523 | $6,368+18.1% | $5,524+36.2% | $5,850+28.6% |
| Admin fee / account holder | $60 | $10,703-99.4% | $8,592-99.3% | $11,596-99.5% |