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 | $67,999 | $198,466-65.7% | $170,442-60.1% | $147,584-53.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 23.96% | 257.29%-233.3pp | 205.93%-182.0pp | 578.55%-554.6pp |
| Employer contribution / active EE | $6,695 | $6,184+8.3% | $5,433+23.2% | $4,876+37.3% |
| Participant deferral / active EE | $3,542 | $5,629-37.1% | $4,939-28.3% | $5,439-34.9% |
| Admin fee / account holder | $92 | $16,852-99.5% | $13,880-99.3% | $10,885-99.2% |