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 | $61,775 | $197,591-68.7% | $177,821-65.3% | $158,922-61.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 28.34% | 58.76%-30.4pp | 48.32%-20.0pp | 302.83%-274.5pp |
| Employer contribution / active EE | $2,030 | $6,697-69.7% | $5,918-65.7% | $4,761-57.4% |
| Participant deferral / active EE | $8,527 | $8,405+1.4% | $7,714+10.5% | $5,982+42.5% |
| Admin fee / account holder | $20 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |