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 | $70,428 | $209,411-66.4% | $178,490-60.5% | $158,922-55.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.92% | 188.75%-170.8pp | 151.07%-133.2pp | 302.83%-284.9pp |
| Employer contribution / active EE | $3,164 | $5,706-44.5% | $5,011-36.8% | $4,761-33.5% |
| Participant deferral / active EE | $10,275 | $5,954+72.6% | $5,202+97.5% | $5,982+71.8% |
| Admin fee / account holder | $27 | $17,074-99.8% | $13,984-99.8% | $11,246-99.8% |