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 | $33,271 | $198,466-83.2% | $170,442-80.5% | $147,584-77.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 23.99% | 257.29%-233.3pp | 205.93%-181.9pp | 578.55%-554.6pp |
| Employer contribution / active EE | $3,758 | $6,184-39.2% | $5,433-30.8% | $4,876-22.9% |
| Participant deferral / active EE | $5,337 | $5,629-5.2% | $4,939+8.0% | $5,439-1.9% |
| Admin fee / account holder | $128 | $16,852-99.2% | $13,880-99.1% | $10,885-98.8% |