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 | $35,248 | $198,466-82.2% | $170,442-79.3% | $147,584-76.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.83% | 257.29%-243.5pp | 205.93%-192.1pp | 578.55%-564.7pp |
| Employer contribution / active EE | $1,539 | $6,184-75.1% | $5,433-71.7% | $4,876-68.4% |
| Participant deferral / active EE | $2,991 | $5,629-46.9% | $4,939-39.4% | $5,439-45.0% |
| Admin fee / account holder | $188 | $16,852-98.9% | $13,880-98.6% | $10,885-98.3% |