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 | $61,966 | $209,411-70.4% | $178,490-65.3% | $158,922-61.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.46% | 188.75%-163.3pp | 151.07%-125.6pp | 302.83%-277.4pp |
| Employer contribution / active EE | $22,211 | $5,706+289.2% | $5,011+343.3% | $4,761+366.5% |
| Participant deferral / active EE | $5,493 | $5,954-7.7% | $5,202+5.6% | $5,982-8.2% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |