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 | $68,723 | $209,832-67.2% | $189,513-63.7% | $167,490-59.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.89% | 748.27%-735.4pp | 555.15%-542.3pp | 478.56%-465.7pp |
| Employer contribution / active EE | $2,560 | $6,914-63.0% | $6,162-58.5% | $4,837-47.1% |
| Participant deferral / active EE | $4,781 | $8,935-46.5% | $8,221-41.8% | $6,341-24.6% |
| Admin fee / account holder | $46 | $14,293-99.7% | $12,045-99.6% | $12,309-99.6% |