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 | $40,296 | $198,466-79.7% | $170,442-76.4% | $147,584-72.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.85% | 257.29%-242.4pp | 205.93%-191.1pp | 578.55%-563.7pp |
| Employer contribution / active EE | $3,206 | $6,184-48.2% | $5,433-41.0% | $4,876-34.3% |
| Participant deferral / active EE | $9,053 | $5,629+60.8% | $4,939+83.3% | $5,439+66.4% |
| Admin fee / account holder | $118 | $16,852-99.3% | $13,880-99.1% | $10,885-98.9% |