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 | $99,446 | $198,466-49.9% | $170,442-41.7% | $147,584-32.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.24% | 257.29%-236.1pp | 205.93%-184.7pp | 578.55%-557.3pp |
| Employer contribution / active EE | $4,873 | $6,184-21.2% | $5,433-10.3% | $4,876-0.1% |
| Participant deferral / active EE | $6,449 | $5,629+14.5% | $4,939+30.5% | $5,439+18.6% |
| Admin fee / account holder | $7 | $16,852-100.0% | $13,880-100.0% | $10,885-99.9% |