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 | $43,307 | $198,466-78.2% | $170,442-74.6% | $147,584-70.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.55% | 257.29%-239.7pp | 205.93%-188.4pp | 578.55%-561.0pp |
| Employer contribution / active EE | $2,442 | $6,184-60.5% | $5,433-55.1% | $4,876-49.9% |
| Participant deferral / active EE | $5,209 | $5,629-7.5% | $4,939+5.5% | $5,439-4.2% |
| Admin fee / account holder | $179 | $16,852-98.9% | $13,880-98.7% | $10,885-98.4% |