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 | $64,908 | $169,032-61.6% | $129,207-49.8% | $145,922-55.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.38% | 14330.11%-14318.7pp | 9417.33%-9405.9pp | 561.29%-549.9pp |
| Employer contribution / active EE | $5,604 | $5,537+1.2% | $4,153+34.9% | $4,660+20.3% |
| Participant deferral / active EE | $10,862 | $4,987+117.8% | $4,168+160.6% | $6,688+62.4% |
| Admin fee / account holder | $215 | $9,954-97.8% | $7,715-97.2% | $13,397-98.4% |