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 | $42,591 | $198,466-78.5% | $170,442-75.0% | $147,584-71.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 32.68% | 257.29%-224.6pp | 205.93%-173.3pp | 578.55%-545.9pp |
| Employer contribution / active EE | $8,838 | $6,184+42.9% | $5,433+62.7% | $4,876+81.2% |
| Participant deferral / active EE | $7,600 | $5,629+35.0% | $4,939+53.9% | $5,439+39.7% |
| Admin fee / account holder | $290 | $16,852-98.3% | $13,880-97.9% | $10,885-97.3% |