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 | $81,992 | $209,411-60.8% | $178,490-54.1% | $158,922-48.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.36% | 188.75%-169.4pp | 151.07%-131.7pp | 302.83%-283.5pp |
| Employer contribution / active EE | $1,435 | $5,706-74.8% | $5,011-71.4% | $4,761-69.9% |
| Participant deferral / active EE | $3,582 | $5,954-39.8% | $5,202-31.1% | $5,982-40.1% |
| Admin fee / account holder | $193 | $17,074-98.9% | $13,984-98.6% | $11,246-98.3% |