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 | $42,436 | $226,064-81.2% | $182,532-76.8% | $152,861-72.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 27.77% | 192.51%-164.7pp | 148.54%-120.8pp | 345.32%-317.5pp |
| Employer contribution / active EE | $2,010 | $4,978-59.6% | $4,076-50.7% | $4,762-57.8% |
| Participant deferral / active EE | $3,820 | $6,368-40.0% | $5,524-30.9% | $5,850-34.7% |
| Admin fee / account holder | $6 | $10,703-99.9% | $8,592-99.9% | $11,596-99.9% |