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 | $101,225 | $198,466-49.0% | $170,442-40.6% | $147,584-31.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.09% | 257.29%-235.2pp | 205.93%-183.8pp | 578.55%-556.5pp |
| Employer contribution / active EE | $2,379 | $6,184-61.5% | $5,433-56.2% | $4,876-51.2% |
| Participant deferral / active EE | $4,675 | $5,629-17.0% | $4,939-5.4% | $5,439-14.0% |
| Admin fee / account holder | $66 | $16,852-99.6% | $13,880-99.5% | $10,885-99.4% |