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 | $73,053 | $198,466-63.2% | $170,442-57.1% | $147,584-50.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.99% | 257.29%-243.3pp | 205.93%-191.9pp | 578.55%-564.6pp |
| Employer contribution / active EE | $1,534 | $6,184-75.2% | $5,433-71.8% | $4,876-68.6% |
| Participant deferral / active EE | $6,713 | $5,629+19.2% | $4,939+35.9% | $5,439+23.4% |
| Admin fee / account holder | $29 | $16,852-99.8% | $13,880-99.8% | $10,885-99.7% |