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 | $84,721 | $198,466-57.3% | $170,442-50.3% | $147,584-42.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.76% | 257.29%-239.5pp | 205.93%-188.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $2,730 | $6,184-55.8% | $5,433-49.7% | $4,876-44.0% |
| Participant deferral / active EE | $7,364 | $5,629+30.8% | $4,939+49.1% | $5,439+35.4% |
| Admin fee / account holder | $169 | $16,852-99.0% | $13,880-98.8% | $10,885-98.4% |