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 | $46,587 | $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 | 19.20% | 257.29%-238.1pp | 205.93%-186.7pp | 578.55%-559.4pp |
| Employer contribution / active EE | $1,476 | $6,184-76.1% | $5,433-72.8% | $4,876-69.7% |
| Participant deferral / active EE | $2,311 | $5,629-59.0% | $4,939-53.2% | $5,439-57.5% |
| Admin fee / account holder | $234 | $16,852-98.6% | $13,880-98.3% | $10,885-97.9% |