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 | $109,565 | $198,466-44.8% | $170,442-35.7% | $147,584-25.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.60% | 257.29%-238.7pp | 205.93%-187.3pp | 578.55%-559.9pp |
| Employer contribution / active EE | $5,626 | $6,184-9.0% | $5,433+3.6% | $4,876+15.4% |
| Participant deferral / active EE | $7,489 | $5,629+33.0% | $4,939+51.6% | $5,439+37.7% |
| Admin fee / account holder | $13 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |