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 | $35,631 | $198,466-82.0% | $170,442-79.1% | $147,584-75.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.73% | 257.29%-247.6pp | 205.93%-196.2pp | 578.55%-568.8pp |
| Employer contribution / active EE | $3,310 | $6,184-46.5% | $5,433-39.1% | $4,876-32.1% |
| Participant deferral / active EE | $2,182 | $5,629-61.2% | $4,939-55.8% | $5,439-59.9% |
| Admin fee / account holder | $204 | $16,852-98.8% | $13,880-98.5% | $10,885-98.1% |