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 | $46,447 | $198,466-76.6% | $170,442-72.7% | $147,584-68.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.70% | 257.29%-239.6pp | 205.93%-188.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $1,997 | $6,184-67.7% | $5,433-63.2% | $4,876-59.0% |
| Participant deferral / active EE | $3,947 | $5,629-29.9% | $4,939-20.1% | $5,439-27.4% |
| Admin fee / account holder | $88 | $16,852-99.5% | $13,880-99.4% | $10,885-99.2% |