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 | $40,806 | $180,449-77.4% | $154,107-73.5% | $135,375-69.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 8.75% | 888.09%-879.3pp | 735.12%-726.4pp | 519.73%-511.0pp |
| Employer contribution / active EE | $3,464 | $6,035-42.6% | $5,298-34.6% | $4,779-27.5% |
| Participant deferral / active EE | $2,971 | $5,806-48.8% | $5,081-41.5% | $5,609-47.0% |
| Admin fee / account holder | $257 | $16,143-98.4% | $13,411-98.1% | $10,827-97.6% |