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 | $46,688 | $180,449-74.1% | $154,107-69.7% | $135,375-65.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 3.82% | 888.09%-884.3pp | 735.12%-731.3pp | 519.73%-515.9pp |
| Employer contribution / active EE | $16,373 | $6,035+171.3% | $5,298+209.1% | $4,779+242.6% |
| Participant deferral / active EE | $8,447 | $5,806+45.5% | $5,081+66.3% | $5,609+50.6% |
| Admin fee / account holder | $165 | $16,143-99.0% | $13,411-98.8% | $10,827-98.5% |