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 | $41,717 | $198,466-79.0% | $170,442-75.5% | $147,584-71.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.21% | 257.29%-246.1pp | 205.93%-194.7pp | 578.55%-567.3pp |
| Employer contribution / active EE | $9,382 | $6,184+51.7% | $5,433+72.7% | $4,876+92.4% |
| Participant deferral / active EE | $7,741 | $5,629+37.5% | $4,939+56.7% | $5,439+42.3% |
| Admin fee / account holder | $34 | $16,852-99.8% | $13,880-99.8% | $10,885-99.7% |