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 | $142,631 | $198,466-28.1% | $170,442-16.3% | $147,584-3.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 26.25% | 257.29%-231.0pp | 205.93%-179.7pp | 578.55%-552.3pp |
| Employer contribution / active EE | $10,157 | $6,184+64.3% | $5,433+87.0% | $4,876+108.3% |
| Participant deferral / active EE | $7,257 | $5,629+28.9% | $4,939+46.9% | $5,439+33.4% |
| Admin fee / account holder | $106 | $16,852-99.4% | $13,880-99.2% | $10,885-99.0% |