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 | $104,929 | $209,411-49.9% | $178,490-41.2% | $158,922-34.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.40% | 188.75%-176.4pp | 151.07%-138.7pp | 302.83%-290.4pp |
| Employer contribution / active EE | $3,360 | $5,706-41.1% | $5,011-32.9% | $4,761-29.4% |
| Participant deferral / active EE | $5,416 | $5,954-9.0% | $5,202+4.1% | $5,982-9.5% |
| Admin fee / account holder | $82 | $17,074-99.5% | $13,984-99.4% | $11,246-99.3% |