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 | $66,250 | $198,466-66.6% | $170,442-61.1% | $147,584-55.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.30% | 257.29%-239.0pp | 205.93%-187.6pp | 578.55%-560.2pp |
| Employer contribution / active EE | $1,960 | $6,184-68.3% | $5,433-63.9% | $4,876-59.8% |
| Participant deferral / active EE | $4,057 | $5,629-27.9% | $4,939-17.9% | $5,439-25.4% |
| Admin fee / account holder | $34 | $16,852-99.8% | $13,880-99.8% | $10,885-99.7% |