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 | $42,942 | $198,466-78.4% | $170,442-74.8% | $147,584-70.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 30.74% | 257.29%-226.6pp | 205.93%-175.2pp | 578.55%-547.8pp |
| Employer contribution / active EE | $7,789 | $6,184+26.0% | $5,433+43.4% | $4,876+59.7% |
| Participant deferral / active EE | $3,220 | $5,629-42.8% | $4,939-34.8% | $5,439-40.8% |
| Admin fee / account holder | $263 | $16,852-98.4% | $13,880-98.1% | $10,885-97.6% |