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 | $63,110 | $183,519-65.6% | $155,509-59.4% | $145,922-56.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.45% | 61.17%-45.7pp | 64.67%-49.2pp | 561.29%-545.8pp |
| Employer contribution / active EE | $2,778 | $5,313-47.7% | $4,672-40.5% | $4,660-40.4% |
| Participant deferral / active EE | $9,726 | $6,462+50.5% | $5,626+72.9% | $6,688+45.4% |
| Admin fee / account holder | $58 | $19,313-99.7% | $15,912-99.6% | $13,397-99.6% |