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 | $51,522 | $198,466-74.0% | $170,442-69.8% | $147,584-65.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.67% | 257.29%-235.6pp | 205.93%-184.3pp | 578.55%-556.9pp |
| Employer contribution / active EE | $2,407 | $6,184-61.1% | $5,433-55.7% | $4,876-50.6% |
| Participant deferral / active EE | $4,841 | $5,629-14.0% | $4,939-2.0% | $5,439-11.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |