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 | $53,605 | $175,202-69.4% | $149,673-64.2% | $139,434-61.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.75% | 166.71%-150.0pp | 134.42%-117.7pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,601 | $5,474-70.8% | $4,818-66.8% | $4,751-66.3% |
| Participant deferral / active EE | $3,223 | $6,519-50.6% | $5,680-43.3% | $6,710-52.0% |
| Admin fee / account holder | $254 | $16,150-98.4% | $13,210-98.1% | $11,403-97.8% |