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 8-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 | $41,045 | $209,411-80.4% | $178,490-77.0% | $158,922-74.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.98% | 188.75%-171.8pp | 151.07%-134.1pp | 302.83%-285.8pp |
| Employer contribution / active EE | $2,202 | $5,706-61.4% | $5,011-56.1% | $4,761-53.8% |
| Participant deferral / active EE | $3,035 | $5,954-49.0% | $5,202-41.6% | $5,982-49.3% |
| Admin fee / account holder | $136 | $17,074-99.2% | $13,984-99.0% | $11,246-98.8% |