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 | $108,026 | $209,411-48.4% | $178,490-39.5% | $158,922-32.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.64% | 188.75%-172.1pp | 151.07%-134.4pp | 302.83%-286.2pp |
| Employer contribution / active EE | $3,634 | $5,706-36.3% | $5,011-27.5% | $4,761-23.7% |
| Participant deferral / active EE | $3,334 | $5,954-44.0% | $5,202-35.9% | $5,982-44.3% |
| Admin fee / account holder | $167 | $17,074-99.0% | $13,984-98.8% | $11,246-98.5% |