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 | $82,581 | $183,519-55.0% | $155,509-46.9% | $145,922-43.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.99% | 61.17%-49.2pp | 64.67%-52.7pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,457 | $5,313-72.6% | $4,672-68.8% | $4,660-68.7% |
| Participant deferral / active EE | $6,679 | $6,462+3.3% | $5,626+18.7% | $6,688-0.1% |
| Admin fee / account holder | $183 | $19,313-99.1% | $15,912-98.8% | $13,397-98.6% |