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 | $32,922 | $198,466-83.4% | $170,442-80.7% | $147,584-77.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 30.53% | 257.29%-226.8pp | 205.93%-175.4pp | 578.55%-548.0pp |
| Employer contribution / active EE | $5,810 | $6,184-6.0% | $5,433+6.9% | $4,876+19.1% |
| Participant deferral / active EE | $9,778 | $5,629+73.7% | $4,939+97.9% | $5,439+79.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |