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 | $128,856 | $209,411-38.5% | $178,490-27.8% | $158,922-18.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.27% | 188.75%-171.5pp | 151.07%-133.8pp | 302.83%-285.6pp |
| Employer contribution / active EE | $3,493 | $5,706-38.8% | $5,011-30.3% | $4,761-26.6% |
| Participant deferral / active EE | $4,805 | $5,954-19.3% | $5,202-7.6% | $5,982-19.7% |
| Admin fee / account holder | $85 | $17,074-99.5% | $13,984-99.4% | $11,246-99.2% |