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 | $90,294 | $176,056-48.7% | $159,436-43.4% | $167,490-46.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.26% | 331.75%-319.5pp | 263.57%-251.3pp | 478.56%-466.3pp |
| Employer contribution / active EE | $2,413 | $5,297-54.4% | $4,829-50.0% | $4,837-50.1% |
| Participant deferral / active EE | $7,240 | $7,750-6.6% | $7,352-1.5% | $6,341+14.2% |
| Admin fee / account holder | $274 | $12,554-97.8% | $10,799-97.5% | $12,309-97.8% |