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 | $46,606 | $198,466-76.5% | $170,442-72.7% | $147,584-68.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.90% | 257.29%-239.4pp | 205.93%-188.0pp | 578.55%-560.6pp |
| Employer contribution / active EE | $6,044 | $6,184-2.3% | $5,433+11.2% | $4,876+23.9% |
| Participant deferral / active EE | $5,098 | $5,629-9.4% | $4,939+3.2% | $5,439-6.3% |
| Admin fee / account holder | $266 | $16,852-98.4% | $13,880-98.1% | $10,885-97.6% |