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 | $89,399 | $198,466-55.0% | $170,442-47.5% | $147,584-39.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.90% | 257.29%-239.4pp | 205.93%-188.0pp | 578.55%-560.6pp |
| Employer contribution / active EE | $3,135 | $6,184-49.3% | $5,433-42.3% | $4,876-35.7% |
| Participant deferral / active EE | $3,102 | $5,629-44.9% | $4,939-37.2% | $5,439-43.0% |
| Admin fee / account holder | $108 | $16,852-99.4% | $13,880-99.2% | $10,885-99.0% |