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 | $67,138 | $198,466-66.2% | $170,442-60.6% | $147,584-54.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.29% | 257.29%-239.0pp | 205.93%-187.6pp | 578.55%-560.3pp |
| Employer contribution / active EE | $9,082 | $6,184+46.9% | $5,433+67.2% | $4,876+86.2% |
| Participant deferral / active EE | $3,317 | $5,629-41.1% | $4,939-32.8% | $5,439-39.0% |
| Admin fee / account holder | $23 | $16,852-99.9% | $13,880-99.8% | $10,885-99.8% |