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 | $69,772 | $183,519-62.0% | $155,509-55.1% | $145,922-52.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.39% | 61.17%-40.8pp | 64.67%-44.3pp | 561.29%-540.9pp |
| Employer contribution / active EE | $3,744 | $5,313-29.5% | $4,672-19.9% | $4,660-19.6% |
| Participant deferral / active EE | $10,530 | $6,462+62.9% | $5,626+87.2% | $6,688+57.5% |
| Admin fee / account holder | $232 | $19,313-98.8% | $15,912-98.5% | $13,397-98.3% |