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 | $81,188 | $198,466-59.1% | $170,442-52.4% | $147,584-45.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.50% | 257.29%-247.8pp | 205.93%-196.4pp | 578.55%-569.0pp |
| Employer contribution / active EE | $14,441 | $6,184+133.5% | $5,433+165.8% | $4,876+196.1% |
| Participant deferral / active EE | $8,827 | $5,629+56.8% | $4,939+78.7% | $5,439+62.3% |
| Admin fee / account holder | $8 | $16,852-100.0% | $13,880-99.9% | $10,885-99.9% |