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 | $77,073 | $198,466-61.2% | $170,442-54.8% | $147,584-47.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.17% | 257.29%-235.1pp | 205.93%-183.8pp | 578.55%-556.4pp |
| Employer contribution / active EE | $5,600 | $6,184-9.4% | $5,433+3.1% | $4,876+14.8% |
| Participant deferral / active EE | $10,313 | $5,629+83.2% | $4,939+108.8% | $5,439+89.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |