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 | $43,636 | $198,466-78.0% | $170,442-74.4% | $147,584-70.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.31% | 257.29%-236.0pp | 205.93%-184.6pp | 578.55%-557.2pp |
| Employer contribution / active EE | $4,574 | $6,184-26.0% | $5,433-15.8% | $4,876-6.2% |
| Participant deferral / active EE | $5,581 | $5,629-0.9% | $4,939+13.0% | $5,439+2.6% |
| Admin fee / account holder | $57 | $16,852-99.7% | $13,880-99.6% | $10,885-99.5% |