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 | $63,528 | $198,466-68.0% | $170,442-62.7% | $147,584-57.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.32% | 257.29%-240.0pp | 205.93%-188.6pp | 578.55%-561.2pp |
| Employer contribution / active EE | $5,616 | $6,184-9.2% | $5,433+3.4% | $4,876+15.2% |
| Participant deferral / active EE | $4,520 | $5,629-19.7% | $4,939-8.5% | $5,439-16.9% |
| Admin fee / account holder | $54 | $16,852-99.7% | $13,880-99.6% | $10,885-99.5% |