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 | $53,012 | $198,466-73.3% | $170,442-68.9% | $147,584-64.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.36% | 257.29%-241.9pp | 205.93%-190.6pp | 578.55%-563.2pp |
| Employer contribution / active EE | $2,059 | $6,184-66.7% | $5,433-62.1% | $4,876-57.8% |
| Participant deferral / active EE | $4,435 | $5,629-21.2% | $4,939-10.2% | $5,439-18.5% |
| Admin fee / account holder | $196 | $16,852-98.8% | $13,880-98.6% | $10,885-98.2% |