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 | $70,618 | $198,466-64.4% | $170,442-58.6% | $147,584-52.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.66% | 257.29%-239.6pp | 205.93%-188.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $5,554 | $6,184-10.2% | $5,433+2.2% | $4,876+13.9% |
| Participant deferral / active EE | $9,796 | $5,629+74.0% | $4,939+98.3% | $5,439+80.1% |
| Admin fee / account holder | $274 | $16,852-98.4% | $13,880-98.0% | $10,885-97.5% |