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 | $83,369 | $209,411-60.2% | $178,490-53.3% | $158,922-47.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.64% | 188.75%-174.1pp | 151.07%-136.4pp | 302.83%-288.2pp |
| Employer contribution / active EE | $2,419 | $5,706-57.6% | $5,011-51.7% | $4,761-49.2% |
| Participant deferral / active EE | $5,875 | $5,954-1.3% | $5,202+12.9% | $5,982-1.8% |
| Admin fee / account holder | $56 | $17,074-99.7% | $13,984-99.6% | $11,246-99.5% |