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 | $56,010 | $198,466-71.8% | $170,442-67.1% | $147,584-62.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.27% | 257.29%-246.0pp | 205.93%-194.7pp | 578.55%-567.3pp |
| Employer contribution / active EE | $1,994 | $6,184-67.8% | $5,433-63.3% | $4,876-59.1% |
| Participant deferral / active EE | $5,630 | $5,6290% | $4,939+14.0% | $5,439+3.5% |
| Admin fee / account holder | $105 | $16,852-99.4% | $13,880-99.2% | $10,885-99.0% |