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 | $82,105 | $165,335-50.3% | $149,696-45.2% | $158,922-48.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 30.01% | 348.15%-318.1pp | 276.60%-246.6pp | 302.83%-272.8pp |
| Employer contribution / active EE | $7,059 | $5,103+38.3% | $4,644+52.0% | $4,761+48.3% |
| Participant deferral / active EE | $4,907 | $7,181-31.7% | $6,842-28.3% | $5,982-18.0% |
| Admin fee / account holder | $83 | $10,807-99.2% | $9,309-99.1% | $11,246-99.3% |