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 | $33,720 | $198,466-83.0% | $170,442-80.2% | $147,584-77.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 24.02% | 257.29%-233.3pp | 205.93%-181.9pp | 578.55%-554.5pp |
| Employer contribution / active EE | $5,214 | $6,184-15.7% | $5,433-4.0% | $4,876+6.9% |
| Participant deferral / active EE | $5,919 | $5,629+5.1% | $4,939+19.8% | $5,439+8.8% |
| Admin fee / account holder | $274 | $16,852-98.4% | $13,880-98.0% | $10,885-97.5% |