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 | $80,301 | $183,519-56.2% | $155,509-48.4% | $145,922-45.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.92% | 61.17%-48.2pp | 64.67%-51.8pp | 561.29%-548.4pp |
| Employer contribution / active EE | $3,672 | $5,313-30.9% | $4,672-21.4% | $4,660-21.2% |
| Participant deferral / active EE | $7,429 | $6,462+15.0% | $5,626+32.0% | $6,688+11.1% |
| Admin fee / account holder | $52 | $19,313-99.7% | $15,912-99.7% | $13,397-99.6% |