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 | $63,884 | $209,411-69.5% | $178,490-64.2% | $158,922-59.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.95% | 188.75%-173.8pp | 151.07%-136.1pp | 302.83%-287.9pp |
| Employer contribution / active EE | $8,260 | $5,706+44.8% | $5,011+64.9% | $4,761+73.5% |
| Participant deferral / active EE | $8,552 | $5,954+43.6% | $5,202+64.4% | $5,982+43.0% |
| Admin fee / account holder | $4 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |