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 | $53,815 | $175,202-69.3% | $149,673-64.0% | $139,434-61.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.07% | 166.71%-155.6pp | 134.42%-123.3pp | 372.94%-361.9pp |
| Employer contribution / active EE | $10,487 | $5,474+91.6% | $4,818+117.7% | $4,751+120.8% |
| Participant deferral / active EE | $6,533 | $6,519+0.2% | $5,680+15.0% | $6,710-2.6% |
| Admin fee / account holder | $242 | $16,150-98.5% | $13,210-98.2% | $11,403-97.9% |