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 | $34,518 | $198,466-82.6% | $170,442-79.7% | $147,584-76.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.58% | 257.29%-236.7pp | 205.93%-185.4pp | 578.55%-558.0pp |
| Employer contribution / active EE | $1,461 | $6,184-76.4% | $5,433-73.1% | $4,876-70.0% |
| Participant deferral / active EE | $8,343 | $5,629+48.2% | $4,939+68.9% | $5,439+53.4% |
| Admin fee / account holder | $211 | $16,852-98.7% | $13,880-98.5% | $10,885-98.1% |